CDICX Mutual Fund

CDICX Mutual Fund

NAV$15.31
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Returns Overview

1 Month
+1.08%
3 Months
+0.04%
6 Months
+0.13%
YTD
+0.40%
1 Year
+1.13%
3 Years (annualized)
+4.66%
5 Years (annualized)
+2.07%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDICX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+2.28%
vs Peers
-1.88%

CDICX Mutual Fund Performance

CDICX performance across multiple time periods: 1-month 1.08%, YTD 0.40%, 1-year 1.13%, 3-year 4.66%, 5-year 2.07%, 10-year 1.96%.

CDICX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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