DFGEX Mutual Fund

NAV$11.78

Returns Overview

1 Month
+0.78%
3 Months
+9.47%
6 Months
+10.41%
YTD
+10.20%
1 Year
+12.13%
3 Years (annualized)
+9.66%
5 Years (annualized)
+2.47%
10 Years (annualized)
+3.05%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global REIT Index(1) (net dividends)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+11.24%
vs Peers
-1.04%

DFGEX Mutual Fund Performance

DFGEX performance across multiple time periods: 1-month 0.78%, YTD 10.20%, 1-year 12.13%, 3-year 9.66%, 5-year 2.47%, 10-year 3.05%.

DFGEX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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