CPDIX Mutual Fund

CPDIX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-0.64%
3 Months
+2.90%
6 Months
+7.08%
YTD
+8.97%
1 Year
+19.08%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.75%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPDIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+6.57%
vs Peers
+2.40%

CPDIX Mutual Fund Performance

CPDIX performance across multiple time periods: 1-month -0.64%, YTD 8.97%, 1-year 19.08%, 3-year 16.04%, 5-year 8.75%, 10-year 11.40%.

CPDIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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