DDFAX Mutual Fund

DDFAX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
+0.77%
3 Months
+1.42%
6 Months
+3.89%
YTD
+3.35%
1 Year
+5.26%
3 Years (annualized)
+7.31%
5 Years (annualized)
+5.85%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+2.15%
vs Peers
+1.20%

DDFAX Mutual Fund Performance

DDFAX performance across multiple time periods: 1-month 0.77%, YTD 3.35%, 1-year 5.26%, 3-year 7.31%, 5-year 5.85%, 10-year 4.88%.

DDFAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

DDFAX vs another fund shows side-by-side returns. DDFAX alternatives are available in the Mutual Fund Screener.