DGAGX Mutual Fund

NAV$37.83

Returns Overview

1 Month
-3.29%
3 Months
+8.50%
6 Months
+1.47%
YTD
+1.44%
1 Year
+6.24%
3 Years (annualized)
+12.61%
5 Years (annualized)
+8.19%
10 Years (annualized)
+13.25%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+8.97%
vs Peers
-7.53%

DGAGX Mutual Fund Performance

DGAGX performance across multiple time periods: 1-month -3.29%, YTD 1.44%, 1-year 6.24%, 3-year 12.61%, 5-year 8.19%, 10-year 13.25%.

DGAGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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