CDCRX Mutual Fund

CDCRX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
+0.86%
3 Months
+1.83%
6 Months
+3.45%
YTD
+5.50%
1 Year
+10.96%
3 Years (annualized)
+8.63%
5 Years (annualized)
+6.10%
10 Years (annualized)
+7.74%

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)
+5.50%
Peer Avg (YTD)
+6.23%
vs Peers
-0.73%

CDCRX Mutual Fund Performance

CDCRX performance across multiple time periods: 1-month 0.86%, YTD 5.50%, 1-year 10.96%, 3-year 8.63%, 5-year 6.10%, 10-year 7.74%.

CDCRX returns trail the peer average of 6.23% 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.