DCDGX Mutual Fund

NAV$14.33

Returns Overview

1 Month
-6.34%
3 Months
+2.14%
6 Months
+7.10%
YTD
+13.64%
1 Year
+47.47%
3 Years (annualized)
+19.95%
5 Years (annualized)
+4.56%
10 Years (annualized)
+19.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCDGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.64%
Peer Avg (YTD)
+18.52%
vs Peers
-4.88%

DCDGX Mutual Fund Performance

DCDGX performance across multiple time periods: 1-month -6.34%, YTD 13.64%, 1-year 47.47%, 3-year 19.95%, 5-year 4.56%, 10-year 19.25%.

DCDGX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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