CDOFX Mutual Fund

CDOFX Mutual Fund

NAV$50.78
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Returns Overview

1 Month
+1.65%
3 Months
-4.14%
6 Months
-0.73%
YTD
+10.22%
1 Year
+11.48%
3 Years (annualized)
+13.69%
5 Years (annualized)
+4.13%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDOFX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+12.21%
vs Peers
-1.99%

CDOFX Mutual Fund Performance

CDOFX performance across multiple time periods: 1-month 1.65%, YTD 10.22%, 1-year 11.48%, 3-year 13.69%, 5-year 4.13%, 10-year 8.26%.

CDOFX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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