DDVAX Mutual Fund

DDVAX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
-4.55%
3 Months
-0.34%
6 Months
+2.49%
YTD
+4.56%
1 Year
+8.73%
3 Years (annualized)
+10.51%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVAX 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)
+4.56%
Peer Avg (YTD)
+10.00%
vs Peers
-5.43%

DDVAX Mutual Fund Performance

DDVAX performance across multiple time periods: 1-month -4.55%, YTD 4.56%, 1-year 8.73%, 3-year 10.51%, 5-year 6.34%, 10-year 7.76%.

DDVAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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