DADGX Mutual Fund

DADGX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
-2.45%
3 Months
-3.05%
6 Months
-2.41%
YTD
+9.22%
1 Year
+12.37%
3 Years (annualized)
+19.72%
5 Years (annualized)
+1.01%
10 Years (annualized)
+12.75%

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)
+9.22%
Peer Avg (YTD)
+12.21%
vs Peers
-2.99%

DADGX Mutual Fund Performance

DADGX performance across multiple time periods: 1-month -2.45%, YTD 9.22%, 1-year 12.37%, 3-year 19.72%, 5-year 1.01%, 10-year 12.75%.

DADGX returns trail the peer average of 12.21% 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.