CSDGX Mutual Fund

CSDGX Mutual Fund

NAV$16.19
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Returns Overview

1 Month
-1.46%
3 Months
+0.30%
6 Months
+0.12%
YTD
+11.27%
1 Year
+9.00%
3 Years (annualized)
+6.89%
5 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSDGX 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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+9.89%
vs Peers
+1.38%

CSDGX Mutual Fund Performance

CSDGX performance across multiple time periods: 1-month -1.46%, YTD 11.27%, 1-year 9.00%, 3-year 6.89%, 5-year 4.19%.

CSDGX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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