DADGX Mutual Fund

DADGX Mutual Fund

NAV$23.14
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Returns Overview

1 Month
-8.91%
3 Months
+0.67%
6 Months
+8.55%
YTD
+14.43%
1 Year
+28.22%
3 Years (annualized)
+13.90%
5 Years (annualized)
+3.28%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DADGX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+15.31%
vs Peers
-0.88%

DADGX Mutual Fund Performance

DADGX performance across multiple time periods: 1-month -8.91%, YTD 14.43%, 1-year 28.22%, 3-year 13.90%, 5-year 3.28%, 10-year 12.69%.

DADGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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