CDGCX Mutual Fund

CDGCX Mutual Fund

NAV$14.88
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Returns Overview

1 Month
+1.12%
3 Months
+6.82%
6 Months
+2.23%
YTD
+4.87%
1 Year
+5.79%
3 Years (annualized)
+10.36%
5 Years (annualized)
+4.61%
10 Years (annualized)
+8.18%

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)
+4.87%
Peer Avg (YTD)
+11.21%
vs Peers
-6.34%

CDGCX Mutual Fund Performance

CDGCX performance across multiple time periods: 1-month 1.12%, YTD 4.87%, 1-year 5.79%, 3-year 10.36%, 5-year 4.61%, 10-year 8.18%.

CDGCX returns trail the peer average of 11.21% 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.