DDJIX Mutual Fund

DDJIX Mutual Fund

NAV$6.77
See how much of DDJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.80%
3 Months
-0.93%
6 Months
-1.46%
YTD
-0.21%
1 Year
+0.95%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.76%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDJIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+0.12%
vs Peers
-0.33%

DDJIX Mutual Fund Performance

DDJIX performance across multiple time periods: 1-month -0.80%, YTD -0.21%, 1-year 0.95%, 3-year 5.39%, 5-year 2.76%, 10-year 4.40%.

DDJIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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