VDADX Mutual Fund

VDADX Mutual Fund

NAV$68.30
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Returns Overview

1 Month
+6.23%
3 Months
+3.99%
6 Months
+9.19%
YTD
+13.62%
1 Year
+15.99%
3 Years (annualized)
+19.44%
5 Years (annualized)
+10.54%
10 Years (annualized)
+13.75%

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
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📉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)
+13.62%
Peer Avg (YTD)
+9.28%
vs Peers
+4.35%

VDADX Mutual Fund Performance

VDADX performance across multiple time periods: 1-month 6.23%, YTD 13.62%, 1-year 15.99%, 3-year 19.44%, 5-year 10.54%, 10-year 13.75%.

VDADX returns outperform the peer average of 9.28% 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.