(CGDV) Capital Dividend - Performance 11.9% in 12m
Compare CGDV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.70%
#88 in Group
Rel. Strength
64.76%
#2813 in Universe
Total Return 12m
11.91%
#30 in Group
Total Return 5y
49.32%
#92 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: CGDV (11.9%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: CGDV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for CGDV
| Total Return (including Dividends) | CGDV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.96% | -3.18% | -0.87% |
| 3 Months | -4.64% | -8.41% | -7.58% |
| 12 Months | 11.91% | 9.20% | 11.88% |
| 5 Years | 49.32% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | CGDV | DIA | S&P 500 |
| 1 Month | 19.7% | -2.7% | 23% |
| 3 Months | -88.0% | -91.1% | -88.5% |
| 12 Months | 60.6% | 61.2% | 55.1% |
| 5 Years | 93.8% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #22 | 1.25% | -1.11% |
| 3 Month | #49 | 4.12% | 3.18% |
| 12 Month | #31 | 2.48% | 0.03% |
| 5 Years | #14 | 15.2% | 10.0% |
FAQs
Does CGDV Capital Dividend outperforms the market?
Yes,
over the last 12 months CGDV made 11.91%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months CGDV made -4.64%, while DIA made -8.41%.
Over the last 3 months CGDV made -4.64%, while DIA made -8.41%.
Performance Comparison CGDV vs Indeces and Sectors
CGDV vs. Indices CGDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.35% | -1.09% | -0.15% | 0.03% |
| US NASDAQ 100 | QQQ | -1.38% | -3.36% | -0.58% | -0.76% |
| US Dow Jones Industrial 30 | DIA | 0.59% | 1.22% | -0.06% | 2.71% |
| German DAX 40 | DAX | 0.88% | -3.28% | -19.7% | -12.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.61% | 0.86% | 2.84% | 5.95% |
| Hongkong Hang Seng | HSI | 0.64% | -2.02% | -2.07% | -1.98% |
| India NIFTY 50 | INDA | 2.49% | -6.02% | -0.44% | 8.84% |
| Brasil Bovespa | EWZ | 0.45% | -6.56% | -3.85% | 17.7% |
CGDV vs. Sectors CGDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.60% | -0.91% | -6.28% | -12.1% |
| Consumer Discretionary | XLY | -0.43% | -1.86% | -2.66% | -1.41% |
| Consumer Staples | XLP | 3.15% | -2.16% | -5.46% | 0.71% |
| Energy | XLE | 4.13% | 11.9% | 5.64% | 23.0% |
| Financial | XLF | 1.04% | 0.15% | -7.75% | -10.8% |
| Health Care | XLV | -0.27% | 1.83% | 1.54% | 10.2% |
| Industrial | XLI | -0.77% | -2.07% | -0.86% | 2.32% |
| Materials | XLB | 0.26% | 0.47% | 7.26% | 15.4% |
| Real Estate | XLRE | 1.17% | -0.65% | 0.74% | -6.18% |
| Technology | XLK | -2.80% | -3.65% | 3.19% | 4.18% |
| Utilities | XLU | 2.49% | -2.02% | -2.27% | -9.92% |
| Aerospace & Defense | XAR | -1.30% | -8.35% | -13.7% | -14.7% |
| Biotech | XBI | -1.65% | -4.24% | 12.5% | 13.7% |
| Homebuilder | XHB | 0.34% | 0.31% | 14.7% | 18.9% |
| Retail | XRT | 1.22% | -1.40% | 5.42% | 14.7% |