CRDBX Mutual Fund

CRDBX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
-0.50%
3 Months
+1.26%
6 Months
+8.84%
YTD
+20.96%
1 Year
+29.72%
3 Years (annualized)
+26.10%
5 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRDBX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+20.96%
Peer Avg (YTD)
+3.99%
vs Peers
+16.97%

CRDBX Mutual Fund Performance

CRDBX performance across multiple time periods: 1-month -0.50%, YTD 20.96%, 1-year 29.72%, 3-year 26.10%, 5-year 13.70%.

CRDBX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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