CBDYX Mutual Fund

CBDYX Mutual Fund

NAV$59.56
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Returns Overview

1 Month
+0.17%
3 Months
+3.28%
6 Months
+5.56%
YTD
+5.98%
1 Year
+11.93%
3 Years (annualized)
+13.50%
5 Years (annualized)
+7.74%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBDYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+5.54%
vs Peers
+0.44%

CBDYX Mutual Fund Performance

CBDYX performance across multiple time periods: 1-month 0.17%, YTD 5.98%, 1-year 11.93%, 3-year 13.50%, 5-year 7.74%, 10-year 9.84%.

CBDYX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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