DGFYX Mutual Fund

NAV$34.49

Returns Overview

1 Month
-3.06%
3 Months
+6.25%
6 Months
-1.35%
YTD
-2.63%
1 Year
+14.15%
3 Years (annualized)
+22.10%
5 Years (annualized)
+8.24%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGFYX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.63%
Peer Avg (YTD)
+9.13%
vs Peers
-11.76%

DGFYX Mutual Fund Performance

DGFYX performance across multiple time periods: 1-month -3.06%, YTD -2.63%, 1-year 14.15%, 3-year 22.10%, 5-year 8.24%, 10-year 11.76%.

DGFYX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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