CDGRX Mutual Fund

CDGRX Mutual Fund

NAV$12.83
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Returns Overview

1 Month
-4.06%
3 Months
-2.87%
6 Months
+4.59%
YTD
+1.95%
1 Year
+4.86%
3 Years (annualized)
+9.27%
5 Years (annualized)
+5.88%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDGRX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+8.68%
vs Peers
-6.73%

CDGRX Mutual Fund Performance

CDGRX performance across multiple time periods: 1-month -4.06%, YTD 1.95%, 1-year 4.86%, 3-year 9.27%, 5-year 5.88%, 10-year 8.29%.

CDGRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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