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Crawford Large Cap Dividend Fund (CDGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.11-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.86%
5-year average return8.06%
Number of years up13
Number of years down6
Best 1-yr total return (1 Jul 2024)28.61%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return28.61%
Worst 3-yr total return5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCDGIXCategory
YTD5.73%5.31%
1-month1.73%-4.19%
3-month0.64%3.90%
1-year15.43%20.31%
3-year3.63%6.48%
5-year9.71%11.78%
10-year7.99%10.96%
Last bull market21.84%25.56%
Last bear market-9.84%-15.11%

Annual total return (%) history

Year
CDGIXCategory
2024
N/AN/A
2023
7.22%22.32%
2022
-7.43%-16.96%
2021
21.91%26.07%
2020
7.32%15.83%
2019
28.61%28.78%
2018
-3.97%-6.27%
2017
14.08%20.44%
2016
15.76%10.37%
2015
-6.86%-1.07%
2014
8.11%10.96%
2013
27.26%31.50%
2012
11.25%14.96%
2011
-0.31%-1.27%
2010
14.01%14.01%
2009
17.37%28.17%
2008
-28.60%-37.79%
2007
1.08%6.16%
2006
16.96%14.17%
2005
-3.74%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.90%-2.03%N/AN/A
20230.05%3.78%-6.24%10.14%
2022-3.34%-9.84%-6.59%13.71%
20216.49%7.68%-1.44%7.86%
2020-20.54%15.00%6.96%9.80%
201912.53%5.52%2.03%6.16%
2018-2.09%2.45%5.62%-9.36%
20173.25%1.52%3.28%5.38%
20164.52%4.03%3.35%3.01%
2015-2.00%-1.95%-9.43%7.02%
20142.97%4.06%-2.88%3.90%
201312.64%0.21%3.38%9.07%
20128.42%-2.07%3.94%0.81%
20114.13%0.08%-15.11%12.70%
20104.08%-9.64%8.33%11.90%
2009-9.93%11.16%10.64%5.95%
2008-5.99%-2.60%-1.57%-20.78%
20070.25%5.40%1.24%-5.51%
20064.16%-0.54%5.47%7.04%
2005-3.50%-0.44%-3.27%3.59%
20041.15%0.85%5.66%N/A

Rank in category (by total return)

YTD87
1-month96
3-month91
1-year95
3-year94
5-year95

Load adjusted returns

1-year15.43%
3-year3.63%
5-year9.71%
10-year7.99%