DAGVX Mutual Fund

DAGVX Mutual Fund

NAV$58.36
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Returns Overview

1 Month
+1.49%
3 Months
+6.51%
6 Months
+12.31%
YTD
+17.33%
1 Year
+28.48%
3 Years (annualized)
+18.12%
5 Years (annualized)
+15.14%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAGVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.33%
Peer Avg (YTD)
+11.41%
vs Peers
+5.92%

DAGVX Mutual Fund Performance

DAGVX performance across multiple time periods: 1-month 1.49%, YTD 17.33%, 1-year 28.48%, 3-year 18.12%, 5-year 15.14%, 10-year 14.17%.

DAGVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

DAGVX vs another fund shows side-by-side returns. DAGVX alternatives are available in the Mutual Fund Screener.