CDOZX Mutual Fund

CDOZX Mutual Fund

NAV$45.34
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Returns Overview

1 Month
+2.00%
3 Months
+5.69%
6 Months
+8.73%
YTD
+18.82%
1 Year
+24.61%
3 Years (annualized)
+18.05%
5 Years (annualized)
+11.69%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDOZX 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
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+18.82%
Peer Avg (YTD)
+12.44%
vs Peers
+6.38%

CDOZX Mutual Fund Performance

CDOZX performance across multiple time periods: 1-month 2.00%, YTD 18.82%, 1-year 24.61%, 3-year 18.05%, 5-year 11.69%, 10-year 12.29%.

CDOZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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