CRDBX Mutual Fund

NAV$16.67

Returns Overview

1 Month
+0.79%
3 Months
+6.93%
6 Months
+15.12%
YTD
+17.48%
1 Year
+37.40%
3 Years (annualized)
+19.32%
5 Years (annualized)
+20.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRDBX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+17.48%
Peer Avg (YTD)
+3.47%
vs Peers
+14.00%

CRDBX Mutual Fund Performance

CRDBX performance across multiple time periods: 1-month 0.79%, YTD 17.48%, 1-year 37.40%, 3-year 19.32%, 5-year 20.28%.

CRDBX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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