CDDRX Mutual Fund

CDDRX Mutual Fund

NAV$42.51
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Returns Overview

1 Month
+5.61%
3 Months
+3.03%
6 Months
+7.30%
YTD
+15.02%
1 Year
+19.04%
3 Years (annualized)
+19.63%
5 Years (annualized)
+10.99%
10 Years (annualized)
+13.29%

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)
+15.02%
Peer Avg (YTD)
+12.44%
vs Peers
+2.58%

CDDRX Mutual Fund Performance

CDDRX performance across multiple time periods: 1-month 5.61%, YTD 15.02%, 1-year 19.04%, 3-year 19.63%, 5-year 10.99%, 10-year 13.29%.

CDDRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.58%, 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.