DGIIX Mutual Fund

DGIIX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-0.95%
3 Months
+1.49%
6 Months
+3.42%
YTD
+5.19%
1 Year
+12.50%
3 Years (annualized)
+9.76%
5 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGIIX 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)
+5.19%
Peer Avg (YTD)
+5.54%
vs Peers
-0.35%

DGIIX Mutual Fund Performance

DGIIX performance across multiple time periods: 1-month -0.95%, YTD 5.19%, 1-year 12.50%, 3-year 9.76%, 5-year 4.57%.

DGIIX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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