Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVGX (Guardian Dividend Growth Fund Class I) | 8.00% | 15.24% | 16.83% | 10.79% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVGX (Guardian Dividend Growth Fund Class I) | 05/06/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 15.24 | 16.83 | 10.79 | NA | NA | NA | … | … | 8.00 | 13.63 | 16.20 | 19.49 | -14.64 | 27.43 | 9.48 | 10.34 |
| Sharpe Ratio | NA | 1.34 | 1.20 | 0.61 | NA | NA | NA | … | … | 1.58 | 0.82 | 1.21 | 1.52 | -0.84 | 2.24 | 0.30 | 1.58 |
| Standard Deviation(%) | NA | 9.43 | 11.33 | 13.35 | NA | NA | NA | … | … | 10.89 | 13.18 | 10.40 | 10.51 | 19.18 | 12.25 | 31.10 | 9.38 |
| Draw Down(%) | NA | 6.90 | 13.35 | 23.86 | NA | NA | NA | … | … | 6.90 | 13.35 | 5.81 | 7.05 | 23.71 | 4.55 | 32.33 | 3.71 |
| Yield(%) | 0.00 | 22.71 | 11.15 | 7.59 | 5.26 | 3.51 | 2.63 | … | … | 0.00 | 24.38 | 1.33 | 1.72 | 2.55 | 1.72 | 1.32 | 1.13 |
Data as of 06/05/2026, Common starting date is 05/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVGX (Guardian Dividend Growth Fund Class I) |
3.53%
Sep 2019 – Sep 2022 |
10.58%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVGX (Guardian Dividend Growth Fund Class I) |
20.02%
Sep 2022 – Sep 2025 |
14.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart