DDIAX Mutual Fund

NAV$17.03

Returns Overview

1 Month
+1.19%
3 Months
+3.78%
6 Months
+5.84%
YTD
+8.89%
1 Year
+18.44%
3 Years (annualized)
+12.24%
5 Years (annualized)
+7.88%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDIAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+5.87%
vs Peers
+3.02%

DDIAX Mutual Fund Performance

DDIAX performance across multiple time periods: 1-month 1.19%, YTD 8.89%, 1-year 18.44%, 3-year 12.24%, 5-year 7.88%, 10-year 7.21%.

DDIAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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