CDSRX Mutual Fund

CDSRX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
+0.71%
3 Months
-0.14%
6 Months
+0.23%
YTD
+0.86%
1 Year
+1.78%
3 Years (annualized)
+5.63%
5 Years (annualized)
+3.08%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDSRX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+1.93%
vs Peers
-1.07%

CDSRX Mutual Fund Performance

CDSRX performance across multiple time periods: 1-month 0.71%, YTD 0.86%, 1-year 1.78%, 3-year 5.63%, 5-year 3.08%, 10-year 3.00%.

CDSRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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