CDCDX Mutual Fund

CDCDX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
-2.43%
3 Months
-3.17%
6 Months
-2.78%
YTD
-2.29%
1 Year
-1.33%
3 Years (annualized)
+3.25%
5 Years (annualized)
+0.57%
10 Years (annualized)
+0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDCDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+0.50%
vs Peers
-2.79%

CDCDX Mutual Fund Performance

CDCDX performance across multiple time periods: 1-month -2.43%, YTD -2.29%, 1-year -1.33%, 3-year 3.25%, 5-year 0.57%, 10-year 0.71%.

CDCDX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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