DDICX Mutual Fund

DDICX Mutual Fund

NAV$17.23
See how much of DDICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.66%
3 Months
+0.71%
6 Months
+10.22%
YTD
+9.11%
1 Year
+11.93%
3 Years (annualized)
+12.11%
5 Years (annualized)
+7.07%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDICX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+4.96%
vs Peers
+4.15%

DDICX Mutual Fund Performance

DDICX performance across multiple time periods: 1-month -1.66%, YTD 9.11%, 1-year 11.93%, 3-year 12.11%, 5-year 7.07%, 10-year 6.47%.

DDICX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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