CADRX Mutual Fund

CADRX Mutual Fund

NAV$27.39
See how much of CADRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.25%
3 Months
+4.29%
6 Months
+25.21%
YTD
+13.06%
1 Year
+15.30%
3 Years (annualized)
+20.52%
5 Years (annualized)
+8.22%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+8.68%
vs Peers
+4.38%

CADRX Mutual Fund Performance

CADRX performance across multiple time periods: 1-month 2.25%, YTD 13.06%, 1-year 15.30%, 3-year 20.52%, 5-year 8.22%, 10-year 15.35%.

CADRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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