MNDY vs. CGDV
MNDY (monday.com Ltd.) is a stock, while CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group. Over the past 3 years, MNDY returned -21.10%/yr vs 25.14%/yr for CGDV. At a 0.41 correlation, their price movements are largely independent.
Performance
MNDY vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, MNDY achieves a -41.75% return, which is significantly lower than CGDV's 11.89% return.
MNDY
- 1D
- -6.08%
- 1M
- 11.16%
- YTD
- -41.75%
- 6M
- -43.65%
- 1Y
- -72.04%
- 3Y*
- -21.10%
- 5Y*
- —
- 10Y*
- —
CGDV
- 1D
- -0.55%
- 1M
- 5.09%
- YTD
- 11.89%
- 6M
- 12.43%
- 1Y
- 30.91%
- 3Y*
- 25.14%
- 5Y*
- —
- 10Y*
- —
MNDY vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MNDY monday.com Ltd. | -41.75% | -37.33% | 25.36% | 53.94% | -16.73% |
CGDV Capital Group Dividend Value ETF | 11.89% | 25.50% | 20.10% | 28.81% | -2.89% |
Correlation
The correlation between MNDY and CGDV is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.41 |
Over the past year, the correlation between MNDY and CGDV has dropped to 0.16 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
MNDY vs. CGDV — Risk / Return Rank
MNDY
CGDV
MNDY vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for monday.com Ltd. (MNDY) and Capital Group Dividend Value ETF (CGDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MNDY | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.79 | ||
| Sortino ratioReturn per unit of downside risk | -5.62 | ||
| Omega ratioGain probability vs. loss probability | 0.74 | 1.50 | -0.76 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 3.18 | -4.07 |
| Martin ratioReturn relative to average drawdown | -1.31 | 15.06 | -16.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MNDY | CGDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.10 | 2.68 | -3.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 1.24 | -1.43 |
Drawdowns
MNDY vs. CGDV - Drawdown Comparison
The maximum MNDY drawdown since its inception was -86.78%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for MNDY and CGDV.
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Drawdown Indicators
| MNDY | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.78% | -21.82% | -64.96% |
Max Drawdown (1Y)Largest decline over 1 year | -81.30% | -9.75% | -71.55% |
Max Drawdown (3Y)Largest decline over 3 years | -82.07% | -14.28% | -67.79% |
Current DrawdownCurrent decline from peak | -80.67% | -0.55% | -80.12% |
Average DrawdownAverage peak-to-trough decline | -54.19% | -3.62% | -50.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.05% | 2.06% | +52.99% |
Volatility
MNDY vs. CGDV - Volatility Comparison
monday.com Ltd. (MNDY) has a higher volatility of 24.83% compared to Capital Group Dividend Value ETF (CGDV) at 3.09%. This indicates that MNDY's price experiences larger fluctuations and is considered to be riskier than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNDY | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.83% | 3.09% | +21.74% |
Volatility (6M)Calculated over the trailing 6-month period | 49.25% | 9.13% | +40.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.39% | 11.59% | +53.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.02% | 15.48% | +56.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.02% | 15.48% | +56.54% |
Dividends
MNDY vs. CGDV - Dividend Comparison
MNDY has not paid dividends to shareholders, while CGDV's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.17% | 1.29% | 1.60% | 1.65% | 1.36% |
MNDY monday.com Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MNDY and CGDV have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNDY has higher volatility (24.83%) compared to CGDV (3.09%). In terms of maximum drawdown, MNDY dropped -86.78% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (2.68 vs -1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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