CDGIX Mutual Fund

CDGIX Mutual Fund

NAV$15.16
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Returns Overview

1 Month
+5.19%
3 Months
+5.73%
6 Months
+2.14%
YTD
+4.34%
1 Year
+7.97%
3 Years (annualized)
+10.02%
5 Years (annualized)
+6.25%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDGIX 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)
+4.34%
Peer Avg (YTD)
+9.41%
vs Peers
-5.07%

CDGIX Mutual Fund Performance

CDGIX performance across multiple time periods: 1-month 5.19%, YTD 4.34%, 1-year 7.97%, 3-year 10.02%, 5-year 6.25%, 10-year 9.53%.

CDGIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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