VDADX Mutual Fund

VDADX Mutual Fund

NAV$64.32
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Returns Overview

1 Month
+1.20%
3 Months
+3.56%
6 Months
+7.10%
YTD
+10.57%
1 Year
+16.55%
3 Years (annualized)
+16.08%
5 Years (annualized)
+10.30%
10 Years (annualized)
+13.11%

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)
+10.57%
Peer Avg (YTD)
+11.21%
vs Peers
-0.64%

VDADX Mutual Fund Performance

VDADX performance across multiple time periods: 1-month 1.20%, YTD 10.57%, 1-year 16.55%, 3-year 16.08%, 5-year 10.30%, 10-year 13.11%.

VDADX returns trail the peer average of 11.21% 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.