CBDYX Mutual Fund

CBDYX Mutual Fund

NAV$58.64
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Returns Overview

1 Month
+1.69%
3 Months
+1.39%
6 Months
+7.67%
YTD
+7.77%
1 Year
+12.52%
3 Years (annualized)
+14.54%
5 Years (annualized)
+7.78%
10 Years (annualized)
+10.01%

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)
+7.77%
Peer Avg (YTD)
+6.28%
vs Peers
+1.48%

CBDYX Mutual Fund Performance

CBDYX performance across multiple time periods: 1-month 1.69%, YTD 7.77%, 1-year 12.52%, 3-year 14.54%, 5-year 7.78%, 10-year 10.01%.

CBDYX returns outperform the peer average of 6.28% 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.