CDJAX Mutual Fund

CDJAX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-1.50%
3 Months
+2.68%
6 Months
+5.27%
YTD
+7.07%
1 Year
+15.67%
3 Years (annualized)
+15.66%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDJAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+6.57%
vs Peers
+0.49%

CDJAX Mutual Fund Performance

CDJAX performance across multiple time periods: 1-month -1.50%, YTD 7.07%, 1-year 15.67%, 3-year 15.66%, 5-year 8.16%.

CDJAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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