DDVIX Mutual Fund

DDVIX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
-4.49%
3 Months
-0.28%
6 Months
+2.69%
YTD
+4.74%
1 Year
+9.00%
3 Years (annualized)
+10.80%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVIX 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)
+4.74%
Peer Avg (YTD)
+10.00%
vs Peers
-5.25%

DDVIX Mutual Fund Performance

DDVIX performance across multiple time periods: 1-month -4.49%, YTD 4.74%, 1-year 9.00%, 3-year 10.80%, 5-year 6.61%, 10-year 8.04%.

DDVIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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