CDOZX Mutual Fund

NAV$47.19

Returns Overview

1 Month
+1.63%
3 Months
+8.59%
6 Months
+14.26%
YTD
+13.17%
1 Year
+24.68%
3 Years (annualized)
+16.77%
5 Years (annualized)
+11.25%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDOZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+9.49%
vs Peers
+3.68%

CDOZX Mutual Fund Performance

CDOZX performance across multiple time periods: 1-month 1.63%, YTD 13.17%, 1-year 24.68%, 3-year 16.77%, 5-year 11.25%, 10-year 11.87%.

CDOZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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