DGEFX Mutual Fund

DGEFX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
+6.34%
3 Months
+1.77%
6 Months
+5.12%
YTD
+13.46%
1 Year
+17.98%
3 Years (annualized)
+19.58%
5 Years (annualized)
+10.48%

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)
+13.46%
Peer Avg (YTD)
+12.44%
vs Peers
+1.03%

DGEFX Mutual Fund Performance

DGEFX performance across multiple time periods: 1-month 6.34%, YTD 13.46%, 1-year 17.98%, 3-year 19.58%, 5-year 10.48%.

DGEFX returns outperform the peer average of 12.44% 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.