CDEYX Mutual Fund

CDEYX Mutual Fund

NAV$22.02
See how much of CDEYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.23%
3 Months
+1.63%
6 Months
+8.72%
YTD
+19.03%
1 Year
+23.49%
3 Years (annualized)
+22.72%
5 Years (annualized)
+12.27%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDEYX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.03%
Peer Avg (YTD)
+14.61%
vs Peers
+4.42%

CDEYX Mutual Fund Performance

CDEYX performance across multiple time periods: 1-month 3.23%, YTD 19.03%, 1-year 23.49%, 3-year 22.72%, 5-year 12.27%, 10-year 12.76%.

CDEYX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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