DFGEX Mutual Fund

DFGEX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
+2.77%
3 Months
+3.48%
6 Months
+10.61%
YTD
+13.25%
1 Year
+16.65%
3 Years (annualized)
+9.67%
5 Years (annualized)
+2.25%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFGEX 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
S&P Global REIT Index(1) (net dividends)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+12.53%
vs Peers
+0.72%

DFGEX Mutual Fund Performance

DFGEX performance across multiple time periods: 1-month 2.77%, YTD 13.25%, 1-year 16.65%, 3-year 9.67%, 5-year 2.25%, 10-year 4.31%.

DFGEX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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