CTDCX Mutual Fund

CTDCX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
-0.62%
3 Months
+2.07%
6 Months
+3.77%
YTD
+5.29%
1 Year
+12.19%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTDCX 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 Index
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+6.57%
vs Peers
-1.28%

CTDCX Mutual Fund Performance

CTDCX performance across multiple time periods: 1-month -0.62%, YTD 5.29%, 1-year 12.19%, 3-year 12.94%, 5-year 6.29%.

CTDCX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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