CDCRX Mutual Fund

CDCRX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
+0.26%
3 Months
+2.54%
6 Months
+1.91%
YTD
+5.77%
1 Year
+9.36%
3 Years (annualized)
+9.78%
5 Years (annualized)
+5.85%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDCRX 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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+8.51%
vs Peers
-2.74%

CDCRX Mutual Fund Performance

CDCRX performance across multiple time periods: 1-month 0.26%, YTD 5.77%, 1-year 9.36%, 3-year 9.78%, 5-year 5.85%, 10-year 7.94%.

CDCRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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