DGBEX Mutual Fund

DGBEX Mutual Fund

NAV$20.31
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Returns Overview

1 Month
-0.50%
3 Months
+4.05%
6 Months
+9.02%
YTD
+12.10%
1 Year
+23.83%
3 Years (annualized)
+18.54%
5 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGBEX 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
MSCI All Country World Index (net dividends)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+9.42%
vs Peers
+2.68%

DGBEX Mutual Fund Performance

DGBEX performance across multiple time periods: 1-month -0.50%, YTD 12.10%, 1-year 23.83%, 3-year 18.54%, 5-year 10.94%.

DGBEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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