CABDX Mutual Fund

CABDX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
-3.13%
3 Months
+1.50%
6 Months
+12.24%
YTD
+14.31%
1 Year
+18.08%
3 Years (annualized)
+15.69%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABDX 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)
+14.31%
Peer Avg (YTD)
+10.00%
vs Peers
+4.31%

CABDX Mutual Fund Performance

CABDX performance across multiple time periods: 1-month -3.13%, YTD 14.31%, 1-year 18.08%, 3-year 15.69%, 5-year 10.35%, 10-year 11.33%.

CABDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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