DADGX Mutual Fund

DADGX Mutual Fund

NAV$22.17
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Returns Overview

1 Month
-2.35%
3 Months
-9.47%
6 Months
+13.72%
YTD
+11.96%
1 Year
+22.41%
3 Years (annualized)
+17.50%
5 Years (annualized)
+3.30%
10 Years (annualized)
+17.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DADGX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+10.34%
vs Peers
+1.62%

DADGX Mutual Fund Performance

DADGX performance across multiple time periods: 1-month -2.35%, YTD 11.96%, 1-year 22.41%, 3-year 17.50%, 5-year 3.30%, 10-year 17.18%.

DADGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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