DGEIX Mutual Fund

NAV$45.39

Returns Overview

1 Month
+0.25%
3 Months
+12.86%
6 Months
+12.54%
YTD
+11.72%
1 Year
+26.52%
3 Years (annualized)
+18.90%
5 Years (annualized)
+11.20%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGEIX 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 IMI Index NR USD(M2WDIMNR)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+9.13%
vs Peers
+2.59%

DGEIX Mutual Fund Performance

DGEIX performance across multiple time periods: 1-month 0.25%, YTD 11.72%, 1-year 26.52%, 3-year 18.90%, 5-year 11.20%, 10-year 12.82%.

DGEIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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