CRDRX Mutual Fund

NAV$11.51

Returns Overview

1 Month
-0.52%
3 Months
+1.05%
6 Months
+4.54%
YTD
+7.97%
1 Year
+16.91%
3 Years (annualized)
+12.00%
5 Years (annualized)
+5.30%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRDRX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+5.93%
vs Peers
+2.04%

CRDRX Mutual Fund Performance

CRDRX performance across multiple time periods: 1-month -0.52%, YTD 7.97%, 1-year 16.91%, 3-year 12.00%, 5-year 5.30%, 10-year 7.35%.

CRDRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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