DGLIX Mutual Fund

DGLIX Mutual Fund

NAV$19.59
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Returns Overview

1 Month
+2.21%
3 Months
+2.99%
6 Months
+6.05%
YTD
+15.78%
1 Year
+19.53%
3 Years (annualized)
+16.01%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGLIX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+9.98%
vs Peers
+5.80%

DGLIX Mutual Fund Performance

DGLIX performance across multiple time periods: 1-month 2.21%, YTD 15.78%, 1-year 19.53%, 3-year 16.01%, 5-year 8.16%.

DGLIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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