DDVAX Mutual Fund

NAV$13.14

Returns Overview

1 Month
+0.03%
3 Months
+2.84%
6 Months
+5.80%
YTD
+4.92%
1 Year
+14.56%
3 Years (annualized)
+5.36%
5 Years (annualized)
+3.90%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+9.49%
vs Peers
-4.57%

DDVAX Mutual Fund Performance

DDVAX performance across multiple time periods: 1-month 0.03%, YTD 4.92%, 1-year 14.56%, 3-year 5.36%, 5-year 3.90%, 10-year 6.33%.

DDVAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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