DODGX Mutual Fund

NAV$18.34

Returns Overview

1 Month
+0.21%
3 Months
+5.56%
6 Months
+3.81%
YTD
+3.12%
1 Year
+9.75%
3 Years (annualized)
+13.98%
5 Years (annualized)
+9.12%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DODGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+9.49%
vs Peers
-6.36%

DODGX Mutual Fund Performance

DODGX performance across multiple time periods: 1-month 0.21%, YTD 3.12%, 1-year 9.75%, 3-year 13.98%, 5-year 9.12%, 10-year 13.10%.

DODGX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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