CDAZX Mutual Fund

CDAZX Mutual Fund

NAV$7.56
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Returns Overview

3 Months
-0.52%
6 Months
+5.38%
YTD
+6.85%
1 Year
+11.91%
3 Years (annualized)
+17.63%
5 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDAZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Wilshire Liquid Alternative Equity Hedge Index(^WLIQAEH)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+3.99%
vs Peers
+2.87%

CDAZX Mutual Fund Performance

CDAZX performance across multiple time periods: YTD 6.85%, 1-year 11.91%, 3-year 17.63%, 5-year 11.26%.

CDAZX returns outperform the peer average of 3.99% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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