DEGGX Mutual Fund

NAV$7.46

Returns Overview

1 Month
+0.36%
3 Months
+2.71%
6 Months
+1.40%
YTD
+1.54%
1 Year
+5.71%
3 Years (annualized)
+7.22%
5 Years (annualized)
+2.44%
10 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEGGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+3.23%
vs Peers
-1.69%

DEGGX Mutual Fund Performance

DEGGX performance across multiple time periods: 1-month 0.36%, YTD 1.54%, 1-year 5.71%, 3-year 7.22%, 5-year 2.44%, 10-year 3.25%.

DEGGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

DEGGX performance comparison shows side-by-side returns with another fund. DEGGX alternatives are available in the Mutual Fund Screener.