CDOAX Mutual Fund

CDOAX Mutual Fund

NAV$45.82
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Returns Overview

1 Month
-4.41%
3 Months
-0.62%
6 Months
+7.92%
YTD
+12.49%
1 Year
+15.93%
3 Years (annualized)
+16.39%
5 Years (annualized)
+11.63%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDOAX 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
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+10.00%
vs Peers
+2.50%

CDOAX Mutual Fund Performance

CDOAX performance across multiple time periods: 1-month -4.41%, YTD 12.49%, 1-year 15.93%, 3-year 16.39%, 5-year 11.63%, 10-year 10.66%.

CDOAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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