CDEYX Mutual Fund

CDEYX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
+1.04%
3 Months
+6.98%
6 Months
+12.76%
YTD
+17.12%
1 Year
+30.31%
3 Years (annualized)
+18.67%
5 Years (annualized)
+12.48%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDEYX 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 Value Index(RLV)
This Mutual Fund (YTD)
+17.12%
Peer Avg (YTD)
+11.41%
vs Peers
+5.71%

CDEYX Mutual Fund Performance

CDEYX performance across multiple time periods: 1-month 1.04%, YTD 17.12%, 1-year 30.31%, 3-year 18.67%, 5-year 12.48%, 10-year 12.60%.

CDEYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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