DGEFX Mutual Fund

DGEFX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
+3.54%
3 Months
+3.30%
6 Months
+6.92%
YTD
+11.49%
1 Year
+21.34%
3 Years (annualized)
+15.57%
5 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGEFX 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
FTSE All World Developed Index
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+11.41%
vs Peers
+0.08%

DGEFX Mutual Fund Performance

DGEFX performance across multiple time periods: 1-month 3.54%, YTD 11.49%, 1-year 21.34%, 3-year 15.57%, 5-year 10.93%.

DGEFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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