CDAZX Mutual Fund

NAV$7.68

Returns Overview

1 Month
-2.17%
3 Months
+5.35%
6 Months
+4.63%
YTD
+7.41%
1 Year
+25.73%
3 Years (annualized)
+18.41%
5 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDAZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Wilshire Liquid Alternative Equity Hedge Index(^WLIQAEH)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+3.47%
vs Peers
+3.94%

CDAZX Mutual Fund Performance

CDAZX performance across multiple time periods: 1-month -2.17%, YTD 7.41%, 1-year 25.73%, 3-year 18.41%, 5-year 12.36%.

CDAZX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

CDAZX performance comparison shows side-by-side returns with another fund. CDAZX alternatives are available in the Mutual Fund Screener.