DGBEX Mutual Fund

DGBEX Mutual Fund

NAV$19.42
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Returns Overview

1 Month
-2.07%
3 Months
-1.36%
6 Months
+2.63%
YTD
+10.57%
1 Year
+13.65%
3 Years (annualized)
+22.60%
5 Years (annualized)
+10.12%

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
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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)
+10.57%
Peer Avg (YTD)
+8.05%
vs Peers
+2.52%

DGBEX Mutual Fund Performance

DGBEX performance across multiple time periods: 1-month -2.07%, YTD 10.57%, 1-year 13.65%, 3-year 22.60%, 5-year 10.12%.

DGBEX returns outperform the peer average of 8.05% 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.