CGDG Performance & Benchmarks - 16.2% in 12m
The Total Return for 3m is 6.6%, for 6m 9.5% and YTD 12.8%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
56.75%
#20 in Peer-Group
Rel. Strength
66.28%
#2593 in Stock-Universe
Total Return 12m
16.16%
#14 in Peer-Group
Total Return 5y
37.79%
#25 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 34.25 USD |
| 52 Week Low | 27.57 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 5.00 |
| Buy/Sell Signal +-5 | 0.64 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CGDG (16.2%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| CGDG | -3.47% | -1.96% | 6.55% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| CGDG | 9.54% | 16.2% | 37.8% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| IOO NYSE ARCA iShares Global 100 |
1.94% | 17.3% | 111% | - | - | - | - | - |
| URTH NYSE ARCA iShares MSCI World |
-0.11% | 16.4% | 87.2% | - | - | - | - | - |
| SPGM NYSE ARCA SPDR Portfolio MSCI Global |
0.12% | 16% | 81.7% | - | - | - | - | - |
| ACWI NASDAQ iShares MSCI ACWI |
-0.16% | 16.4% | 78.3% | - | - | - | - | - |
| VT NYSE ARCA Vanguard Total World Stock |
-0.09% | 16.1% | 78.4% | - | - | - | - | - |
| AVGE NYSE ARCA Avantis All Equity Markets |
-0.45% | 12.6% | 63% | - | - | - | - | - |
| ACWV BATS iShares MSCI Global Min Vol |
-1.82% | 10.3% | 42.7% | - | - | - | - | - |
| GLOV BATS Goldman Sachs ActiveBeta(R) |
-1.05% | 15.5% | 38.5% | - | - | - | - | - |
Performance Comparison: CGDG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CGDG
| Total Return (including Dividends) | CGDG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.96% | 0.66% | 0.66% |
| 3 Months | 6.55% | 11.66% | 11.66% |
| 12 Months | 16.16% | 15.92% | 15.92% |
| 5 Years | 37.79% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | CGDG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -13.4% | 66.4% | 66.4% |
| 3 Months | 92.2% | 96.6% | 96.6% |
| 12 Months | 81% | 50% | 50% |
| 5 Years | 96.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 13 %th | -2.60% | -2.60% |
| 3 Month | 38 %th | -4.57% | -4.57% |
| 12 Month | 67 %th | 0.20% | 0.20% |
| 5 Years | 69 %th | -7.17% | -7.17% |
FAQs
Does Capital Dividend (CGDG) outperform the market?
Yes,
over the last 12 months CGDG made 16.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months CGDG made 6.55%, while SPY made 11.66%.
Performance Comparison CGDG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CGDG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.1% | -2.6% | 4.9% | 0% |
| US NASDAQ 100 | QQQ | -1.3% | -3.2% | 2.4% | -5% |
| German DAX 40 | DAX | -0.2% | -0.9% | 0.6% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | -4.7% | 0.6% | -5% |
| Hongkong Hang Seng | HSI | -1.3% | -4.1% | -17.8% | -23% |
| India NIFTY 50 | INDA | -1.5% | 3.6% | 6% | 23% |
| Brasil Bovespa | EWZ | -2.4% | 5.5% | 2.6% | 12% |
CGDG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.1% | -0.4% | 5.6% | -8% |
| Consumer Discretionary | XLY | 0.4% | -1% | 14.8% | -3% |
| Consumer Staples | XLP | -1.8% | 0.3% | 7.2% | 12% |
| Energy | XLE | -1.7% | -2.1% | 10.9% | 19% |
| Financial | XLF | 0.4% | 0.4% | 8.6% | -5% |
| Health Care | XLV | 0.5% | 2.1% | 19.8% | 28% |
| Industrial | XLI | -0.1% | -3.1% | -0.4% | -5% |
| Materials | XLB | 2.7% | 1.8% | 11% | 20% |
| Real Estate | XLRE | 0% | -1% | 8.1% | 14% |
| Technology | XLK | -1.6% | -4.4% | -3.7% | -7% |
| Utilities | XLU | -5% | -6.7% | -1.6% | -3% |
| Aerospace & Defense | XAR | -0.7% | -6.1% | -13.2% | -29% |
| Biotech | XBI | -1.6% | -5.4% | 15.5% | 29% |
| Homebuilder | XHB | -1% | -3.1% | 10.8% | 25% |
| Retail | XRT | 1.3% | -0% | 10.3% | 13% |
CGDG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7% | -6.73% | 10.0% | 15% |
| Natural Gas | UNG | -2% | 7.9% | 32.3% | 12% |
| Gold | GLD | -4% | -2.5% | -9.4% | -21% |
| Silver | SLV | -0.4% | -4.6% | -7.6% | -13% |
| Copper | CPER | 19.6% | 10.7% | 8% | 8% |
CGDG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5.1% | -1.6% | 8.1% | 20% |
| iShares High Yield Corp. Bond | HYG | -2.8% | -1.7% | 6.2% | 8% |