ZDIIX Mutual Fund

ZDIIX Mutual Fund

NAV$31.76
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Returns Overview

1 Month
+2.57%
3 Months
+5.94%
6 Months
+8.83%
YTD
+12.80%
1 Year
+22.10%
3 Years (annualized)
+16.17%
5 Years (annualized)
+10.91%
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)
+12.80%
Peer Avg (YTD)
+11.41%
vs Peers
+1.39%

ZDIIX Mutual Fund Performance

ZDIIX performance across multiple time periods: 1-month 2.57%, YTD 12.80%, 1-year 22.10%, 3-year 16.17%, 5-year 10.91%, 10-year 10.74%.

ZDIIX returns outperform the peer average of 11.41% 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.