ZDIIX Mutual Fund

ZDIIX Mutual Fund

NAV$31.50
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Returns Overview

1 Month
-3.58%
3 Months
-0.10%
6 Months
+8.32%
YTD
+9.87%
1 Year
+13.07%
3 Years (annualized)
+15.61%
5 Years (annualized)
+9.72%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZDIIX 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)
+9.87%
Peer Avg (YTD)
+10.00%
vs Peers
-0.13%

ZDIIX Mutual Fund Performance

ZDIIX performance across multiple time periods: 1-month -3.58%, YTD 9.87%, 1-year 13.07%, 3-year 15.61%, 5-year 9.72%, 10-year 10.74%.

ZDIIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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