CBDIX Mutual Fund

CBDIX Mutual Fund

NAV$13.92
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Returns Overview

1 Month
-2.96%
3 Months
-3.83%
6 Months
-2.97%
YTD
-3.18%
1 Year
-2.09%
3 Years (annualized)
+5.08%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBDIX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-3.18%
Peer Avg (YTD)
+0.50%
vs Peers
-3.68%

CBDIX Mutual Fund Performance

CBDIX performance across multiple time periods: 1-month -2.96%, YTD -3.18%, 1-year -2.09%, 3-year 5.08%, 5-year 0.74%, 10-year 2.31%.

CBDIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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