DDVIX Mutual Fund

DDVIX Mutual Fund

NAV$13.11
See how much of DDVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.37%
3 Months
+1.59%
6 Months
+3.96%
YTD
+8.58%
1 Year
+17.27%
3 Years (annualized)
+9.33%
5 Years (annualized)
+6.65%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+11.41%
vs Peers
-2.84%

DDVIX Mutual Fund Performance

DDVIX performance across multiple time periods: 1-month 3.37%, YTD 8.58%, 1-year 17.27%, 3-year 9.33%, 5-year 6.65%, 10-year 7.84%.

DDVIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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