ZDIIX Mutual Fund

ZDIIX Mutual Fund

NAV$32.46
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Returns Overview

1 Month
+4.91%
3 Months
+2.19%
6 Months
+8.26%
YTD
+15.27%
1 Year
+19.99%
3 Years (annualized)
+18.50%
5 Years (annualized)
+7.00%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZDIIX 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)
+15.27%
Peer Avg (YTD)
+12.44%
vs Peers
+2.83%

ZDIIX Mutual Fund Performance

ZDIIX performance across multiple time periods: 1-month 4.91%, YTD 15.27%, 1-year 19.99%, 3-year 18.50%, 5-year 7.00%, 10-year 10.74%.

ZDIIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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