CBDYX Mutual Fund

CBDYX Mutual Fund

NAV$59.43
See how much of CBDYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.16%
3 Months
+0.69%
6 Months
+10.49%
YTD
+6.52%
1 Year
+8.83%
3 Years (annualized)
+14.54%
5 Years (annualized)
+7.78%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBDYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.52%
Peer Avg (YTD)
+4.96%
vs Peers
+1.56%

CBDYX Mutual Fund Performance

CBDYX performance across multiple time periods: 1-month -1.16%, YTD 6.52%, 1-year 8.83%, 3-year 14.54%, 5-year 7.78%, 10-year 10.01%.

CBDYX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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