CRDBX Mutual Fund

CRDBX Mutual Fund

NAV$17.70
See how much of CRDBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.27%
3 Months
+1.53%
6 Months
+19.63%
YTD
+21.56%
1 Year
+30.39%
3 Years (annualized)
+21.86%
5 Years (annualized)
+14.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRDBX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+21.56%
Peer Avg (YTD)
+5.40%
vs Peers
+16.16%

CRDBX Mutual Fund Performance

CRDBX performance across multiple time periods: 1-month -2.27%, YTD 21.56%, 1-year 30.39%, 3-year 21.86%, 5-year 14.93%.

CRDBX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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