DGBEX Mutual Fund

NAV$20.44

Returns Overview

1 Month
-0.14%
3 Months
+15.28%
6 Months
+13.56%
YTD
+12.67%
1 Year
+26.17%
3 Years (annualized)
+20.35%
5 Years (annualized)
+11.12%

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
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
MSCI All Country World Index (net dividends)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+9.13%
vs Peers
+3.53%

DGBEX Mutual Fund Performance

DGBEX performance across multiple time periods: 1-month -0.14%, YTD 12.67%, 1-year 26.17%, 3-year 20.35%, 5-year 11.12%.

DGBEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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