CADOX Mutual Fund

CADOX Mutual Fund

NAV$19.12
See how much of CADOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.38%
3 Months
-1.91%
6 Months
-3.00%
YTD
-1.99%
1 Year
-1.33%
3 Years (annualized)
+5.39%
5 Years (annualized)
-0.25%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
-0.87%
vs Peers
-1.12%

CADOX Mutual Fund Performance

CADOX performance across multiple time periods: 1-month 4.38%, YTD -1.99%, 1-year -1.33%, 3-year 5.39%, 5-year -0.25%, 10-year 1.38%.

CADOX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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