CDDRX Mutual Fund

CDDRX Mutual Fund

NAV$41.64
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Returns Overview

1 Month
+1.85%
3 Months
+4.14%
6 Months
+7.84%
YTD
+11.63%
1 Year
+21.11%
3 Years (annualized)
+15.39%
5 Years (annualized)
+11.13%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDDRX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+11.41%
vs Peers
+0.22%

CDDRX Mutual Fund Performance

CDDRX performance across multiple time periods: 1-month 1.85%, YTD 11.63%, 1-year 21.11%, 3-year 15.39%, 5-year 11.13%, 10-year 12.69%.

CDDRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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