DODGX Mutual Fund

DODGX Mutual Fund

NAV$18.27
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Returns Overview

1 Month
+5.90%
3 Months
+6.12%
6 Months
+8.30%
YTD
+9.21%
1 Year
+17.60%
3 Years (annualized)
+14.33%
5 Years (annualized)
+10.51%
10 Years (annualized)
+13.15%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+11.41%
vs Peers
-2.20%

DODGX Mutual Fund Performance

DODGX performance across multiple time periods: 1-month 5.90%, YTD 9.21%, 1-year 17.60%, 3-year 14.33%, 5-year 10.51%, 10-year 13.15%.

DODGX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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