CDIVX Mutual Fund

CDIVX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
-4.05%
3 Months
-2.76%
6 Months
+4.76%
YTD
+2.16%
1 Year
+5.12%
3 Years (annualized)
+9.44%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDIVX 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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+8.68%
vs Peers
-6.52%

CDIVX Mutual Fund Performance

CDIVX performance across multiple time periods: 1-month -4.05%, YTD 2.16%, 1-year 5.12%, 3-year 9.44%, 5-year 6.04%, 10-year 8.53%.

CDIVX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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