DDZRX Mutual Fund

DDZRX Mutual Fund

NAV$13.44
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Returns Overview

1 Month
+5.64%
3 Months
+1.94%
6 Months
+3.57%
YTD
+10.71%
1 Year
+15.83%
3 Years (annualized)
+13.40%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDZRX 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)
+10.71%
Peer Avg (YTD)
+14.61%
vs Peers
-3.90%

DDZRX Mutual Fund Performance

DDZRX performance across multiple time periods: 1-month 5.64%, YTD 10.71%, 1-year 15.83%, 3-year 13.40%, 5-year 6.49%, 10-year 8.51%.

DDZRX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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