DDIIX Mutual Fund

DDIIX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-1.64%
3 Months
+0.97%
6 Months
+10.68%
YTD
+9.84%
1 Year
+12.98%
3 Years (annualized)
+13.27%
5 Years (annualized)
+8.17%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDIIX 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)
+9.84%
Peer Avg (YTD)
+4.96%
vs Peers
+4.87%

DDIIX Mutual Fund Performance

DDIIX performance across multiple time periods: 1-month -1.64%, YTD 9.84%, 1-year 12.98%, 3-year 13.27%, 5-year 8.17%, 10-year 7.52%.

DDIIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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