CDSRX Mutual Fund

NAV$15.71

Returns Overview

1 Month
-0.38%
3 Months
-0.76%
6 Months
-1.63%
YTD
-1.63%
1 Year
+4.05%
3 Years (annualized)
+5.98%
5 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDSRX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.63%
Peer Avg (YTD)
+3.23%
vs Peers
-4.86%

CDSRX Mutual Fund Performance

CDSRX performance across multiple time periods: 1-month -0.38%, YTD -1.63%, 1-year 4.05%, 3-year 5.98%, 5-year 3.11%.

CDSRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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