ZDIIX Mutual Fund

ZDIIX Mutual Fund

NAV$32.24
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Returns Overview

1 Month
+1.48%
3 Months
+8.42%
6 Months
+10.65%
YTD
+9.97%
1 Year
+20.03%
3 Years (annualized)
+14.69%
5 Years (annualized)
+9.55%

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
PROUpgrade to run
🏦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)
+9.97%
Peer Avg (YTD)
+9.49%
vs Peers
+0.49%

ZDIIX Mutual Fund Performance

ZDIIX performance across multiple time periods: 1-month 1.48%, YTD 9.97%, 1-year 20.03%, 3-year 14.69%, 5-year 9.55%.

ZDIIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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