CDDRX Mutual Fund

NAV$41.75

Returns Overview

1 Month
+2.32%
3 Months
+6.73%
6 Months
+10.22%
YTD
+9.60%
1 Year
+19.84%
3 Years (annualized)
+14.91%
5 Years (annualized)
+10.47%
10 Years (annualized)
+12.25%

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
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 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+9.49%
vs Peers
+0.11%

CDDRX Mutual Fund Performance

CDDRX performance across multiple time periods: 1-month 2.32%, YTD 9.60%, 1-year 19.84%, 3-year 14.91%, 5-year 10.47%, 10-year 12.25%.

CDDRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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