CTDCX Mutual Fund

CTDCX Mutual Fund

NAV$14.24
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Returns Overview

1 Month
-2.42%
3 Months
-2.15%
6 Months
+6.25%
YTD
+3.68%
1 Year
+6.54%
3 Years (annualized)
+13.98%
5 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTDCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+6.10%
vs Peers
-2.42%

CTDCX Mutual Fund Performance

CTDCX performance across multiple time periods: 1-month -2.42%, YTD 3.68%, 1-year 6.54%, 3-year 13.98%, 5-year 6.07%.

CTDCX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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