DDERX Mutual Fund

DDERX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
-1.63%
3 Months
+0.99%
6 Months
+10.78%
YTD
+9.95%
1 Year
+13.12%
3 Years (annualized)
+14.07%
5 Years (annualized)
+8.64%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+4.96%
vs Peers
+4.99%

DDERX Mutual Fund Performance

DDERX performance across multiple time periods: 1-month -1.63%, YTD 9.95%, 1-year 13.12%, 3-year 14.07%, 5-year 8.64%, 10-year 7.68%.

DDERX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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