DGFZX Mutual Fund

DGFZX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.55%
3 Months
+0.92%
6 Months
+1.92%
YTD
+3.38%
1 Year
+5.38%
3 Years (annualized)
+7.76%
5 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGFZX 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
ICE BofA Global Broad Market Index USD (Hedged)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+0.20%
vs Peers
+3.17%

DGFZX Mutual Fund Performance

DGFZX performance across multiple time periods: 1-month 0.55%, YTD 3.38%, 1-year 5.38%, 3-year 7.76%, 5-year 4.63%.

DGFZX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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