CADRX Mutual Fund

CADRX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
-1.84%
3 Months
+3.86%
6 Months
+6.80%
YTD
+6.41%
1 Year
+13.07%
3 Years (annualized)
+17.89%
5 Years (annualized)
+7.94%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADRX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+6.23%
vs Peers
+0.18%

CADRX Mutual Fund Performance

CADRX performance across multiple time periods: 1-month -1.84%, YTD 6.41%, 1-year 13.07%, 3-year 17.89%, 5-year 7.94%, 10-year 14.86%.

CADRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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