CRDOX Mutual Fund

NAV$8.91

Returns Overview

1 Month
-1.11%
3 Months
-0.89%
6 Months
-1.87%
YTD
-1.66%
1 Year
+7.22%
3 Years (annualized)
+9.07%
5 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRDOX 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 Barclays US Intermediate Corporate Bond Index(^BBUINTCRPB)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+0.99%
vs Peers
-2.65%

CRDOX Mutual Fund Performance

CRDOX performance across multiple time periods: 1-month -1.11%, YTD -1.66%, 1-year 7.22%, 3-year 9.07%, 5-year 4.23%.

CRDOX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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