CGDV ETF

$51.30

Returns Overview

1 Month
+1.65%
3 Months
+15.97%
6 Months
+13.36%
YTD
+12.51%
1 Year
+26.15%
3 Years (annualized)
+23.91%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CGDV 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
S&P 500 Index(SPX)
This ETF (YTD)
+12.51%
Peer Avg (YTD)
+9.49%
vs Peers
+3.02%

CGDV ETF Performance

CGDV performance across multiple time periods: 1-month 1.65%, YTD 12.51%, 1-year 26.15%, 3-year 23.91%.

CGDV returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this ETF.

CGDV performance comparison shows side-by-side returns with another fund. CGDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.65%N/A
3 Months+15.97%N/A
6 Months+13.36%N/A
1 Year+26.15%N/A
3 Years+23.91%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized