CDSIX Mutual Fund

CDSIX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
-0.07%
3 Months
+0.35%
6 Months
+0.52%
YTD
+0.96%
1 Year
+3.71%
3 Years (annualized)
+5.67%
5 Years (annualized)
+2.91%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDSIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.12%
vs Peers
+0.84%

CDSIX Mutual Fund Performance

CDSIX performance across multiple time periods: 1-month -0.07%, YTD 0.96%, 1-year 3.71%, 3-year 5.67%, 5-year 2.91%, 10-year 3.00%.

CDSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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