CRADX Mutual Fund

CRADX Mutual Fund

NAV$11.40
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Returns Overview

1 Month
-2.49%
3 Months
-1.48%
6 Months
+4.51%
YTD
+6.87%
1 Year
+9.45%
3 Years (annualized)
+11.28%
5 Years (annualized)
+4.78%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRADX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+5.22%
vs Peers
+1.65%

CRADX Mutual Fund Performance

CRADX performance across multiple time periods: 1-month -2.49%, YTD 6.87%, 1-year 9.45%, 3-year 11.28%, 5-year 4.78%, 10-year 6.73%.

CRADX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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