DDIIX Mutual Fund

NAV$17.03

Returns Overview

1 Month
+1.13%
3 Months
+3.71%
6 Months
+5.84%
YTD
+8.82%
1 Year
+18.75%
3 Years (annualized)
+12.52%
5 Years (annualized)
+8.16%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDIIX 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)
+8.82%
Peer Avg (YTD)
+5.87%
vs Peers
+2.95%

DDIIX Mutual Fund Performance

DDIIX performance across multiple time periods: 1-month 1.13%, YTD 8.82%, 1-year 18.75%, 3-year 12.52%, 5-year 8.16%, 10-year 7.48%.

DDIIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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