DDZRX Mutual Fund

DDZRX Mutual Fund

NAV$13.11
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Returns Overview

1 Month
+3.45%
3 Months
+1.60%
6 Months
+3.98%
YTD
+8.60%
1 Year
+17.27%
3 Years (annualized)
+9.41%
5 Years (annualized)
+6.73%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDZRX 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)
+8.60%
Peer Avg (YTD)
+11.41%
vs Peers
-2.81%

DDZRX Mutual Fund Performance

DDZRX performance across multiple time periods: 1-month 3.45%, YTD 8.60%, 1-year 17.27%, 3-year 9.41%, 5-year 6.73%, 10-year 7.93%.

DDZRX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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