CABDX Mutual Fund

CABDX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
+1.59%
3 Months
+7.27%
6 Months
+11.48%
YTD
+18.00%
1 Year
+22.82%
3 Years (annualized)
+15.94%
5 Years (annualized)
+10.23%
10 Years (annualized)
+11.67%

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
PROUpgrade to run
🏦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)
+18.00%
Peer Avg (YTD)
+12.44%
vs Peers
+5.56%

CABDX Mutual Fund Performance

CABDX performance across multiple time periods: 1-month 1.59%, YTD 18.00%, 1-year 22.82%, 3-year 15.94%, 5-year 10.23%, 10-year 11.67%.

CABDX returns outperform the peer average of 12.44% 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.