CDGCX Mutual Fund

CDGCX Mutual Fund

NAV$15.58
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Returns Overview

1 Month
+5.11%
3 Months
+5.42%
6 Months
+1.64%
YTD
+3.72%
1 Year
+6.93%
3 Years (annualized)
+8.94%
5 Years (annualized)
+4.60%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDGCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+9.41%
vs Peers
-5.70%

CDGCX Mutual Fund Performance

CDGCX performance across multiple time periods: 1-month 5.11%, YTD 3.72%, 1-year 6.93%, 3-year 8.94%, 5-year 4.60%, 10-year 8.14%.

CDGCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

CDGCX vs another fund shows side-by-side returns. CDGCX alternatives are available in the Mutual Fund Screener.