CDDRX Mutual Fund

CDDRX Mutual Fund

NAV$41.27
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Returns Overview

1 Month
-3.31%
3 Months
-0.64%
6 Months
+6.05%
YTD
+8.90%
1 Year
+12.23%
3 Years (annualized)
+16.57%
5 Years (annualized)
+10.92%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDDRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+10.00%
vs Peers
-1.09%

CDDRX Mutual Fund Performance

CDDRX performance across multiple time periods: 1-month -3.31%, YTD 8.90%, 1-year 12.23%, 3-year 16.57%, 5-year 10.92%, 10-year 12.82%.

CDDRX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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