CDGIX Mutual Fund

NAV$15.70

Returns Overview

1 Month
+0.58%
3 Months
+3.27%
6 Months
-0.75%
YTD
-0.81%
1 Year
+2.71%
3 Years (annualized)
+7.59%
5 Years (annualized)
+4.94%
10 Years (annualized)
+8.91%

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
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)
-0.81%
Peer Avg (YTD)
+9.51%
vs Peers
-10.32%

CDGIX Mutual Fund Performance

CDGIX performance across multiple time periods: 1-month 0.58%, YTD -0.81%, 1-year 2.71%, 3-year 7.59%, 5-year 4.94%, 10-year 8.91%.

CDGIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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