CDOFX Mutual Fund

NAV$54.61

Returns Overview

1 Month
+5.75%
3 Months
+12.24%
6 Months
+17.05%
YTD
+16.08%
1 Year
+21.50%
3 Years (annualized)
+11.19%
5 Years (annualized)
+6.15%
10 Years (annualized)
+9.28%

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
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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+18.52%
vs Peers
-2.45%

CDOFX Mutual Fund Performance

CDOFX performance across multiple time periods: 1-month 5.75%, YTD 16.08%, 1-year 21.50%, 3-year 11.19%, 5-year 6.15%, 10-year 9.28%.

CDOFX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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