DIVGX Mutual Fund

DIVGX Mutual Fund

NAV$16.48
See how much of DIVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.95%
3 Months
+0.56%
6 Months
+8.92%
YTD
+9.58%
1 Year
+11.13%
3 Years (annualized)
+16.77%
5 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIVGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+9.98%
vs Peers
-0.40%

DIVGX Mutual Fund Performance

DIVGX performance across multiple time periods: 1-month -1.95%, YTD 9.58%, 1-year 11.13%, 3-year 16.77%, 5-year 11.04%.

DIVGX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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