ZDIVX Mutual Fund

ZDIVX Mutual Fund

NAV$31.87
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Returns Overview

1 Month
-3.57%
3 Months
-0.16%
6 Months
+8.21%
YTD
+9.66%
1 Year
+12.78%
3 Years (annualized)
+15.08%
5 Years (annualized)
+7.21%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZDIVX 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)
+9.66%
Peer Avg (YTD)
+10.00%
vs Peers
-0.34%

ZDIVX Mutual Fund Performance

ZDIVX performance across multiple time periods: 1-month -3.57%, YTD 9.66%, 1-year 12.78%, 3-year 15.08%, 5-year 7.21%, 10-year 7.16%.

ZDIVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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