DDDRX Mutual Fund

NAV$17.05

Returns Overview

1 Month
-0.65%
3 Months
+9.53%
6 Months
+9.11%
YTD
+8.56%
1 Year
+18.19%
3 Years (annualized)
+11.96%
5 Years (annualized)
+7.62%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDDRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+5.87%
vs Peers
+2.69%

DDDRX Mutual Fund Performance

DDDRX performance across multiple time periods: 1-month -0.65%, YTD 8.56%, 1-year 18.19%, 3-year 11.96%, 5-year 7.62%, 10-year 6.95%.

DDDRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

DDDRX performance comparison shows side-by-side returns with another fund. DDDRX alternatives are available in the Mutual Fund Screener.