DDDIX Mutual Fund

DDDIX Mutual Fund

NAV$27.38
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Returns Overview

1 Month
-2.06%
3 Months
-2.31%
6 Months
+29.55%
YTD
+29.49%
1 Year
+30.38%
3 Years (annualized)
+14.62%
5 Years (annualized)
+5.08%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDDIX 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 2500 Total Return Index(RTTI)
This Mutual Fund (YTD)
+29.49%
Peer Avg (YTD)
+6.72%
vs Peers
+22.77%

DDDIX Mutual Fund Performance

DDDIX performance across multiple time periods: 1-month -2.06%, YTD 29.49%, 1-year 30.38%, 3-year 14.62%, 5-year 5.08%, 10-year 10.18%.

DDDIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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