DDIIX Mutual Fund

DDIIX Mutual Fund

NAV$17.27
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Returns Overview

1 Month
+1.15%
3 Months
+4.41%
6 Months
+7.47%
YTD
+10.03%
1 Year
+19.06%
3 Years (annualized)
+12.06%
5 Years (annualized)
+8.15%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDIIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+5.54%
vs Peers
+4.49%

DDIIX Mutual Fund Performance

DDIIX performance across multiple time periods: 1-month 1.15%, YTD 10.03%, 1-year 19.06%, 3-year 12.06%, 5-year 8.15%, 10-year 7.36%.

DDIIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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