CRDBX Mutual Fund

CRDBX Mutual Fund

NAV$17.90
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Returns Overview

1 Month
-0.24%
3 Months
+7.48%
6 Months
+18.20%
YTD
+19.45%
1 Year
+30.77%
3 Years (annualized)
+18.93%
5 Years (annualized)
+14.86%

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
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📉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)
+19.45%
Peer Avg (YTD)
+2.39%
vs Peers
+17.06%

CRDBX Mutual Fund Performance

CRDBX performance across multiple time periods: 1-month -0.24%, YTD 19.45%, 1-year 30.77%, 3-year 18.93%, 5-year 14.86%.

CRDBX returns outperform the peer average of 2.39% 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.