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 -22.31%/yr vs 23.13%/yr for CGDV. At a 0.40 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 -44.54% return, which is significantly lower than CGDV's 12.94% return.
MNDY
- 1D
- -5.76%
- 1M
- 5.50%
- 6M
- -41.22%
- YTD
- -44.54%
- 1Y
- -71.87%
- 3Y*
- -22.31%
- 5Y*
- -17.10%
- 10Y*
- —
CGDV
- 1D
- -0.10%
- 1M
- 1.25%
- 6M
- 10.91%
- YTD
- 12.94%
- 1Y
- 22.12%
- 3Y*
- 23.13%
- 5Y*
- —
- 10Y*
- —
MNDY vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MNDY monday.com Ltd. | -44.54% | -37.33% | 25.36% | 53.94% | -5.04% |
CGDV Capital Group Dividend Value ETF | 12.94% | 25.50% | 20.10% | 28.81% | -0.44% |
Correlation
The correlation between MNDY and CGDV is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.40 |
Over the past year, the correlation between MNDY and CGDV has dropped to 0.10 - well below their long-term average of 0.40, 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MNDY | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.88 | ||
| Sortino ratioReturn per unit of downside risk | -4.43 | ||
| Omega ratioGain probability vs. loss probability | 0.75 | 1.33 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.90 | 2.28 | -3.18 |
| Martin ratioReturn relative to average drawdown | -1.24 | 10.57 | -11.81 |
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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 | -79.88% | -9.75% | -70.13% |
Max Drawdown (3Y)Largest decline over 3 years | -82.07% | -14.28% | -67.79% |
Max Drawdown (5Y)Largest decline over 5 years | -86.78% | — | — |
Current DrawdownCurrent decline from peak | -81.60% | -0.99% | -80.61% |
Average DrawdownAverage peak-to-trough decline | -54.74% | -3.55% | -51.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.75% | 2.10% | +55.65% |
Volatility
MNDY vs. CGDV - Volatility Comparison
monday.com Ltd. (MNDY) has a higher volatility of 17.37% compared to Capital Group Dividend Value ETF (CGDV) at 3.54%. 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 | 17.37% | 3.54% | +13.83% |
Volatility (6M)Calculated over the trailing 6-month period | 51.33% | 10.06% | +41.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.57% | 12.34% | +54.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.78% | 15.52% | +56.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.67% | 15.52% | +56.15% |
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 1.20%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.20% | 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 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNDY has higher volatility (17.37%) compared to CGDV (3.54%). In terms of maximum drawdown, MNDY dropped -86.78% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (1.80 vs -1.08), 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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