DDVCX Mutual Fund

NAV$13.23

Returns Overview

3 Months
+2.70%
6 Months
+5.42%
YTD
+4.54%
1 Year
+13.65%
3 Years (annualized)
+4.58%
5 Years (annualized)
+3.12%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+9.49%
vs Peers
-4.95%

DDVCX Mutual Fund Performance

DDVCX performance across multiple time periods: YTD 4.54%, 1-year 13.65%, 3-year 4.58%, 5-year 3.12%, 10-year 5.53%.

DDVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

DDVCX performance comparison shows side-by-side returns with another fund. DDVCX alternatives are available in the Mutual Fund Screener.