CDIVX Mutual Fund

CDIVX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+0.95%
3 Months
+2.08%
6 Months
+3.90%
YTD
+6.05%
1 Year
+12.01%
3 Years (annualized)
+9.60%
5 Years (annualized)
+6.28%
10 Years (annualized)
+8.30%

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
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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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+6.23%
vs Peers
-0.18%

CDIVX Mutual Fund Performance

CDIVX performance across multiple time periods: 1-month 0.95%, YTD 6.05%, 1-year 12.01%, 3-year 9.60%, 5-year 6.28%, 10-year 8.30%.

CDIVX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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