CDDYX Mutual Fund

NAV$41.83

Returns Overview

1 Month
+2.33%
3 Months
+6.76%
6 Months
+10.26%
YTD
+9.64%
1 Year
+19.92%
3 Years (annualized)
+14.97%
5 Years (annualized)
+10.52%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDDYX 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)
+9.64%
Peer Avg (YTD)
+9.49%
vs Peers
+0.15%

CDDYX Mutual Fund Performance

CDDYX performance across multiple time periods: 1-month 2.33%, YTD 9.64%, 1-year 19.92%, 3-year 14.97%, 5-year 10.52%, 10-year 12.31%.

CDDYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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