DDVRX Mutual Fund

DDVRX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+0.93%
3 Months
+4.41%
6 Months
+0.81%
YTD
+9.35%
1 Year
+13.68%
3 Years (annualized)
+10.23%
5 Years (annualized)
+6.06%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+12.44%
vs Peers
-3.08%

DDVRX Mutual Fund Performance

DDVRX performance across multiple time periods: 1-month 0.93%, YTD 9.35%, 1-year 13.68%, 3-year 10.23%, 5-year 6.06%, 10-year 7.49%.

DDVRX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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