DIVGX Mutual Fund

DIVGX Mutual Fund

NAV$16.54
See how much of DIVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.62%
3 Months
+3.08%
6 Months
+8.76%
YTD
+10.74%
1 Year
+18.37%
3 Years (annualized)
+15.80%
5 Years (annualized)
+10.99%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+9.41%
vs Peers
+1.33%

DIVGX Mutual Fund Performance

DIVGX performance across multiple time periods: 1-month 1.62%, YTD 10.74%, 1-year 18.37%, 3-year 15.80%, 5-year 10.99%.

DIVGX returns outperform the peer average of 9.41% 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.