CDGRX Mutual Fund

NAV$13.26

Returns Overview

1 Month
+1.49%
3 Months
+7.68%
6 Months
+5.74%
YTD
+4.96%
1 Year
+11.45%
3 Years (annualized)
+9.16%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDGRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+8.97%
vs Peers
-4.01%

CDGRX Mutual Fund Performance

CDGRX performance across multiple time periods: 1-month 1.49%, YTD 4.96%, 1-year 11.45%, 3-year 9.16%, 5-year 6.49%, 10-year 8.02%.

CDGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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