DGLAX Mutual Fund

NAV$17.48

Returns Overview

1 Month
+0.72%
3 Months
+8.52%
6 Months
+2.98%
YTD
+2.67%
1 Year
+5.31%
3 Years (annualized)
+11.10%
5 Years (annualized)
+7.17%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGLAX 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 World Index(MDWO)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+8.97%
vs Peers
-6.30%

DGLAX Mutual Fund Performance

DGLAX performance across multiple time periods: 1-month 0.72%, YTD 2.67%, 1-year 5.31%, 3-year 11.10%, 5-year 7.17%, 10-year 11.20%.

DGLAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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