CADVX Mutual Fund

NAV$20.73

Returns Overview

1 Month
+2.41%
3 Months
+15.85%
6 Months
+6.60%
YTD
+9.86%
1 Year
+17.83%
3 Years (annualized)
+14.92%
5 Years (annualized)
+16.08%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+6.09%
vs Peers
+3.78%

CADVX Mutual Fund Performance

CADVX performance across multiple time periods: 1-month 2.41%, YTD 9.86%, 1-year 17.83%, 3-year 14.92%, 5-year 16.08%, 10-year 13.00%.

CADVX returns outperform the peer average of 6.09% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

CADVX performance comparison shows side-by-side returns with another fund. CADVX alternatives are available in the Mutual Fund Screener.