DIVGX Mutual Fund

NAV$16.66

Returns Overview

1 Month
+0.05%
3 Months
+8.31%
6 Months
+9.34%
YTD
+8.97%
1 Year
+15.95%
3 Years (annualized)
+15.78%
5 Years (annualized)
+11.21%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+9.51%
vs Peers
-0.53%

DIVGX Mutual Fund Performance

DIVGX performance across multiple time periods: 1-month 0.05%, YTD 8.97%, 1-year 15.95%, 3-year 15.78%, 5-year 11.21%.

DIVGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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