CPDMX Mutual Fund

CPDMX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-0.78%
3 Months
+1.79%
6 Months
+4.81%
YTD
+6.21%
1 Year
+14.22%
3 Years (annualized)
+12.41%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPDMX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+5.54%
vs Peers
+0.67%

CPDMX Mutual Fund Performance

CPDMX performance across multiple time periods: 1-month -0.78%, YTD 6.21%, 1-year 14.22%, 3-year 12.41%, 5-year 5.85%, 10-year 8.11%.

CPDMX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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