DGLIX Mutual Fund

DGLIX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
-1.39%
3 Months
+2.63%
6 Months
+7.34%
YTD
+13.28%
1 Year
+23.06%
3 Years (annualized)
+13.61%
5 Years (annualized)
+7.97%

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)
+13.28%
Peer Avg (YTD)
+8.67%
vs Peers
+4.61%

DGLIX Mutual Fund Performance

DGLIX performance across multiple time periods: 1-month -1.39%, YTD 13.28%, 1-year 23.06%, 3-year 13.61%, 5-year 7.97%.

DGLIX returns outperform the peer average of 8.67% 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.