CDIRX Mutual Fund

CDIRX Mutual Fund

NAV$40.41
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Returns Overview

1 Month
-3.35%
3 Months
-0.77%
6 Months
+5.78%
YTD
+8.47%
1 Year
+11.64%
3 Years (annualized)
+15.93%
5 Years (annualized)
+10.30%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDIRX 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)
+8.47%
Peer Avg (YTD)
+10.00%
vs Peers
-1.52%

CDIRX Mutual Fund Performance

CDIRX performance across multiple time periods: 1-month -3.35%, YTD 8.47%, 1-year 11.64%, 3-year 15.93%, 5-year 10.30%, 10-year 12.18%.

CDIRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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