CDJAX Mutual Fund

CDJAX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-1.86%
3 Months
-1.86%
6 Months
+10.45%
YTD
+6.68%
1 Year
+10.53%
3 Years (annualized)
+17.11%
5 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDJAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+6.10%
vs Peers
+0.58%

CDJAX Mutual Fund Performance

CDJAX performance across multiple time periods: 1-month -1.86%, YTD 6.68%, 1-year 10.53%, 3-year 17.11%, 5-year 7.86%.

CDJAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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