CADPX Mutual Fund

CADPX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
-1.21%
3 Months
+5.01%
6 Months
+10.06%
YTD
+17.45%
1 Year
+34.11%
3 Years (annualized)
+17.62%
5 Years (annualized)
+10.47%
10 Years (annualized)
+9.60%

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)
+17.45%
Peer Avg (YTD)
+11.12%
vs Peers
+6.33%

CADPX Mutual Fund Performance

CADPX performance across multiple time periods: 1-month -1.21%, YTD 17.45%, 1-year 34.11%, 3-year 17.62%, 5-year 10.47%, 10-year 9.60%.

CADPX returns outperform the peer average of 11.12% 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.