DGAGX Mutual Fund

DGAGX Mutual Fund

NAV$37.42
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Returns Overview

1 Month
+3.28%
3 Months
+2.62%
6 Months
+3.83%
YTD
+4.77%
1 Year
+9.53%
3 Years (annualized)
+10.47%
5 Years (annualized)
+6.70%
10 Years (annualized)
+12.60%

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)
+4.77%
Peer Avg (YTD)
+6.23%
vs Peers
-1.47%

DGAGX Mutual Fund Performance

DGAGX performance across multiple time periods: 1-month 3.28%, YTD 4.77%, 1-year 9.53%, 3-year 10.47%, 5-year 6.70%, 10-year 12.60%.

DGAGX returns trail the peer average of 6.23% 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.