CDIVX Mutual Fund

NAV$13.03

Returns Overview

1 Month
+1.52%
3 Months
+7.74%
6 Months
+5.76%
YTD
+5.06%
1 Year
+11.59%
3 Years (annualized)
+9.31%
5 Years (annualized)
+6.64%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDIVX 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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+8.97%
vs Peers
-3.91%

CDIVX Mutual Fund Performance

CDIVX performance across multiple time periods: 1-month 1.52%, YTD 5.06%, 1-year 11.59%, 3-year 9.31%, 5-year 6.64%, 10-year 8.16%.

CDIVX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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