CGDV ETF

$44.40
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Returns Overview

1 Month
+1.72%
3 Months
+4.52%
6 Months
+10.85%
YTD
+3.78%
1 Year
+25.13%
3 Years
+25.22%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CGDV 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
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📉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

+1.72%

3 Months Performance

+4.52%

6 Months Performance

+10.85%

1 Year Performance

+25.13%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+3.78%
Peer Avg (YTD)
+5.12%
vs Peers
-1.34%

CGDV ETF Performance

CGDV performance across multiple time periods: 1-month 1.72%, YTD 3.78%, 1-year 25.13%, 3-year 25.22%.

CGDV returns trail the peer average of 5.12% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this ETF.

CGDV performance comparison shows side-by-side returns with another fund. CGDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.72%N/A
3 Months+4.52%N/A
6 Months+10.85%N/A
1 Year+25.13%N/A
3 Years+25.22%N/A

All returns shown are total returns, not annualized