CDOFX Mutual Fund

CDOFX Mutual Fund

NAV$53.02
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Returns Overview

1 Month
-0.94%
3 Months
+3.56%
6 Months
+9.00%
YTD
+14.98%
1 Year
+18.57%
3 Years (annualized)
+9.68%
5 Years (annualized)
+6.14%
10 Years (annualized)
+8.70%

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)
+14.98%
Peer Avg (YTD)
+15.31%
vs Peers
-0.33%

CDOFX Mutual Fund Performance

CDOFX performance across multiple time periods: 1-month -0.94%, YTD 14.98%, 1-year 18.57%, 3-year 9.68%, 5-year 6.14%, 10-year 8.70%.

CDOFX returns trail the peer average of 15.31% 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.