DGFAX Mutual Fund

DGFAX Mutual Fund

NAV$34.21
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Returns Overview

1 Month
-3.05%
3 Months
+6.23%
6 Months
-1.44%
YTD
-2.70%
1 Year
+13.90%
3 Years (annualized)
+18.00%
5 Years (annualized)
+5.94%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGFAX 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
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📉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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.70%
Peer Avg (YTD)
+9.13%
vs Peers
-11.84%

DGFAX Mutual Fund Performance

DGFAX performance across multiple time periods: 1-month -3.05%, YTD -2.70%, 1-year 13.90%, 3-year 18.00%, 5-year 5.94%, 10-year 10.73%.

DGFAX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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