DDVCX Mutual Fund

DDVCX Mutual Fund

NAV$12.83
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Returns Overview

1 Month
-4.52%
3 Months
-0.48%
6 Months
+2.21%
YTD
+4.04%
1 Year
+7.96%
3 Years (annualized)
+6.24%
5 Years (annualized)
+3.54%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVCX 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)
+4.04%
Peer Avg (YTD)
+10.00%
vs Peers
-5.96%

DDVCX Mutual Fund Performance

DDVCX performance across multiple time periods: 1-month -4.52%, YTD 4.04%, 1-year 7.96%, 3-year 6.24%, 5-year 3.54%, 10-year 5.93%.

DDVCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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