DIVGX Mutual Fund

DIVGX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
+2.60%
3 Months
+1.53%
6 Months
+4.66%
YTD
+12.44%
1 Year
+14.83%
3 Years (annualized)
+18.49%
5 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIVGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.44%
Peer Avg (YTD)
+9.28%
vs Peers
+3.16%

DIVGX Mutual Fund Performance

DIVGX performance across multiple time periods: 1-month 2.60%, YTD 12.44%, 1-year 14.83%, 3-year 18.49%, 5-year 10.45%.

DIVGX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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