CDDYX Mutual Fund

CDDYX Mutual Fund

NAV$41.36
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Returns Overview

1 Month
-3.30%
3 Months
-0.60%
6 Months
+6.12%
YTD
+8.98%
1 Year
+12.31%
3 Years (annualized)
+16.64%
5 Years (annualized)
+10.98%
10 Years (annualized)
+12.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDDYX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+10.00%
vs Peers
-1.02%

CDDYX Mutual Fund Performance

CDDYX performance across multiple time periods: 1-month -3.30%, YTD 8.98%, 1-year 12.31%, 3-year 16.64%, 5-year 10.98%, 10-year 12.88%.

CDDYX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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