CDSIX Mutual Fund

CDSIX Mutual Fund

NAV$15.49
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Returns Overview

1 Month
-1.16%
3 Months
-0.92%
6 Months
-0.07%
YTD
+0.10%
1 Year
+1.33%
3 Years (annualized)
+5.66%
5 Years (annualized)
+2.98%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDSIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+0.50%
vs Peers
-0.40%

CDSIX Mutual Fund Performance

CDSIX performance across multiple time periods: 1-month -1.16%, YTD 0.10%, 1-year 1.33%, 3-year 5.66%, 5-year 2.98%, 10-year 3.01%.

CDSIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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