CSDGX Mutual Fund

CSDGX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
-6.04%
3 Months
-8.69%
6 Months
+0.70%
YTD
+3.46%
1 Year
+4.85%
3 Years (annualized)
+6.89%
5 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSDGX 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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+6.72%
vs Peers
-3.27%

CSDGX Mutual Fund Performance

CSDGX performance across multiple time periods: 1-month -6.04%, YTD 3.46%, 1-year 4.85%, 3-year 6.89%, 5-year 4.19%.

CSDGX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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