DODGX Mutual Fund

DODGX Mutual Fund

NAV$17.57
See how much of DODGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.79%
3 Months
+1.33%
6 Months
+6.96%
YTD
+4.49%
1 Year
+7.82%
3 Years (annualized)
+15.85%
5 Years (annualized)
+10.21%
10 Years (annualized)
+13.11%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+10.00%
vs Peers
-5.50%

DODGX Mutual Fund Performance

DODGX performance across multiple time periods: 1-month -5.79%, YTD 4.49%, 1-year 7.82%, 3-year 15.85%, 5-year 10.21%, 10-year 13.11%.

DODGX returns trail the peer average of 10.00% 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.