CSDGX Mutual Fund

NAV$17.46

Returns Overview

1 Month
+3.21%
3 Months
+10.29%
6 Months
+14.50%
YTD
+13.31%
1 Year
+17.02%
3 Years (annualized)
+7.66%
5 Years (annualized)
+5.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+10.82%
vs Peers
+2.49%

CSDGX Mutual Fund Performance

CSDGX performance across multiple time periods: 1-month 3.21%, YTD 13.31%, 1-year 17.02%, 3-year 7.66%, 5-year 5.22%.

CSDGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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