DGLRX Mutual Fund

NAV$18.05

Returns Overview

1 Month
+0.76%
3 Months
+8.61%
6 Months
+3.18%
YTD
+2.82%
1 Year
+5.68%
3 Years (annualized)
+11.35%
5 Years (annualized)
+7.44%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGLRX 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)
+2.82%
Peer Avg (YTD)
+8.97%
vs Peers
-6.15%

DGLRX Mutual Fund Performance

DGLRX performance across multiple time periods: 1-month 0.76%, YTD 2.82%, 1-year 5.68%, 3-year 11.35%, 5-year 7.44%, 10-year 11.49%.

DGLRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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