CDIRX Mutual Fund

NAV$40.86

Returns Overview

1 Month
+2.29%
3 Months
+6.60%
6 Months
+9.92%
YTD
+9.31%
1 Year
+19.19%
3 Years (annualized)
+14.25%
5 Years (annualized)
+9.84%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDIRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+9.49%
vs Peers
-0.18%

CDIRX Mutual Fund Performance

CDIRX performance across multiple time periods: 1-month 2.29%, YTD 9.31%, 1-year 19.19%, 3-year 14.25%, 5-year 9.84%, 10-year 11.64%.

CDIRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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