CTDFX Mutual Fund

CTDFX Mutual Fund

NAV$13.91
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Returns Overview

3 Months
+2.81%
6 Months
+5.46%
YTD
+7.33%
1 Year
+16.01%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTDFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+6.57%
vs Peers
+0.76%

CTDFX Mutual Fund Performance

CTDFX performance across multiple time periods: YTD 7.33%, 1-year 16.01%, 3-year 15.97%, 5-year 8.45%.

CTDFX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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