CADPX Mutual Fund

CADPX Mutual Fund

NAV$26.53
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Returns Overview

1 Month
+1.56%
3 Months
+2.52%
6 Months
+3.98%
YTD
+19.28%
1 Year
+30.94%
3 Years (annualized)
+20.17%
5 Years (annualized)
+10.74%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADPX 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
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+19.28%
Peer Avg (YTD)
+12.12%
vs Peers
+7.16%

CADPX Mutual Fund Performance

CADPX performance across multiple time periods: 1-month 1.56%, YTD 19.28%, 1-year 30.94%, 3-year 20.17%, 5-year 10.74%, 10-year 9.89%.

CADPX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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