CNDAX Mutual Fund

NAV$29.91

Returns Overview

1 Month
+1.43%
3 Months
+1.42%
6 Months
+3.44%
YTD
+1.77%
1 Year
+6.38%
3 Years (annualized)
+5.72%
5 Years (annualized)
+0.22%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNDAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+1.66%
vs Peers
+0.11%

CNDAX Mutual Fund Performance

CNDAX performance across multiple time periods: 1-month 1.43%, YTD 1.77%, 1-year 6.38%, 3-year 5.72%, 5-year 0.22%, 10-year 2.15%.

CNDAX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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