DGIAX Mutual Fund

DGIAX Mutual Fund

NAV$13.69
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Returns Overview

1 Month
-0.95%
3 Months
+1.43%
6 Months
+3.29%
YTD
+5.05%
1 Year
+12.24%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGIAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+5.54%
vs Peers
-0.49%

DGIAX Mutual Fund Performance

DGIAX performance across multiple time periods: 1-month -0.95%, YTD 5.05%, 1-year 12.24%, 3-year 9.50%, 5-year 4.32%.

DGIAX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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