DGAGX Mutual Fund

DGAGX Mutual Fund

NAV$36.45
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Returns Overview

1 Month
-1.22%
3 Months
+1.51%
6 Months
+4.17%
YTD
+6.35%
1 Year
+6.38%
3 Years (annualized)
+13.58%
5 Years (annualized)
+6.18%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGAGX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+5.23%
vs Peers
+1.11%

DGAGX Mutual Fund Performance

DGAGX performance across multiple time periods: 1-month -1.22%, YTD 6.35%, 1-year 6.38%, 3-year 13.58%, 5-year 6.18%, 10-year 13.07%.

DGAGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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