CDCRX Mutual Fund

NAV$11.91

Returns Overview

1 Month
+1.40%
3 Months
+7.51%
6 Months
+5.36%
YTD
+4.60%
1 Year
+10.67%
3 Years (annualized)
+9.68%
5 Years (annualized)
+10.06%
10 Years (annualized)
+9.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+8.97%
vs Peers
-4.37%

CDCRX Mutual Fund Performance

CDCRX performance across multiple time periods: 1-month 1.40%, YTD 4.60%, 1-year 10.67%, 3-year 9.68%, 5-year 10.06%, 10-year 9.39%.

CDCRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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