VDADX Mutual Fund

VDADX Mutual Fund

NAV$64.73
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Returns Overview

1 Month
+1.01%
3 Months
+4.56%
6 Months
+7.16%
YTD
+8.81%
1 Year
+17.50%
3 Years (annualized)
+14.89%
5 Years (annualized)
+10.41%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDADX 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
Spliced S&P US Dividend Growers Index
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+9.41%
vs Peers
-0.61%

VDADX Mutual Fund Performance

VDADX performance across multiple time periods: 1-month 1.01%, YTD 8.81%, 1-year 17.50%, 3-year 14.89%, 5-year 10.41%, 10-year 12.97%.

VDADX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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