CDGCX Mutual Fund

NAV$15.47

Returns Overview

1 Month
+0.51%
3 Months
+3.01%
6 Months
-1.19%
YTD
-1.32%
1 Year
+1.67%
3 Years (annualized)
+6.51%
5 Years (annualized)
+3.90%
10 Years (annualized)
+7.84%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+9.51%
vs Peers
-10.83%

CDGCX Mutual Fund Performance

CDGCX performance across multiple time periods: 1-month 0.51%, YTD -1.32%, 1-year 1.67%, 3-year 6.51%, 5-year 3.90%, 10-year 7.84%.

CDGCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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