CDAZX Mutual Fund

CDAZX Mutual Fund

NAV$7.61
See how much of CDAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.78%
3 Months
-3.05%
6 Months
+10.09%
YTD
+6.85%
1 Year
+15.76%
3 Years (annualized)
+17.04%
5 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDAZX 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
Wilshire Liquid Alternative Equity Hedge Index(^WLIQAEH)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+5.40%
vs Peers
+1.45%

CDAZX Mutual Fund Performance

CDAZX performance across multiple time periods: 1-month -0.78%, YTD 6.85%, 1-year 15.76%, 3-year 17.04%, 5-year 11.60%.

CDAZX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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