DGLIX Mutual Fund

NAV$20.40

Returns Overview

1 Month
+2.18%
3 Months
+12.75%
6 Months
+14.87%
YTD
+13.83%
1 Year
+25.56%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.14%

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
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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+13.83%
Peer Avg (YTD)
+9.16%
vs Peers
+4.67%

DGLIX Mutual Fund Performance

DGLIX performance across multiple time periods: 1-month 2.18%, YTD 13.83%, 1-year 25.56%, 3-year 15.91%, 5-year 8.14%.

DGLIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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