CADOX Mutual Fund

CADOX Mutual Fund

NAV$18.22
See how much of CADOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.57%
3 Months
-8.46%
6 Months
-5.71%
YTD
-6.10%
1 Year
-3.98%
3 Years (annualized)
+3.90%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-6.10%
Peer Avg (YTD)
-3.84%
vs Peers
-2.26%

CADOX Mutual Fund Performance

CADOX performance across multiple time periods: 1-month -5.57%, YTD -6.10%, 1-year -3.98%, 3-year 3.90%, 5-year -0.20%, 10-year 1.43%.

CADOX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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