DGEZX Mutual Fund

DGEZX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
+3.61%
3 Months
+3.33%
6 Months
+7.04%
YTD
+11.73%
1 Year
+21.59%
3 Years (annualized)
+15.66%
5 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGEZX 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 High Dividend Yield Index(TAWHDY01)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+11.41%
vs Peers
+0.31%

DGEZX Mutual Fund Performance

DGEZX performance across multiple time periods: 1-month 3.61%, YTD 11.73%, 1-year 21.59%, 3-year 15.66%, 5-year 10.79%.

DGEZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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