CDOFX Mutual Fund

CDOFX Mutual Fund

NAV$51.23
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Returns Overview

1 Month
-4.28%
3 Months
-6.58%
6 Months
+4.85%
YTD
+8.43%
1 Year
+7.95%
3 Years (annualized)
+10.37%
5 Years (annualized)
+5.26%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDOFX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+10.34%
vs Peers
-1.91%

CDOFX Mutual Fund Performance

CDOFX performance across multiple time periods: 1-month -4.28%, YTD 8.43%, 1-year 7.95%, 3-year 10.37%, 5-year 5.26%, 10-year 8.31%.

CDOFX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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