DGIEX Mutual Fund

NAV$30.17
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Returns Overview

1 Month
-0.10%
3 Months
+18.83%
6 Months
+19.48%
YTD
+17.24%
1 Year
+34.40%
3 Years (annualized)
+14.78%
5 Years (annualized)
+4.78%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGIEX 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

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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.24%
Peer Avg (YTD)
+23.08%
vs Peers
-5.84%

DGIEX Mutual Fund Performance

DGIEX performance across multiple time periods: 1-month -0.10%, YTD 17.24%, 1-year 34.40%, 3-year 14.78%, 5-year 4.78%, 10-year 10.51%.

DGIEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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