DGLYX Mutual Fund

NAV$18.04

Returns Overview

1 Month
+0.76%
3 Months
+8.64%
6 Months
+3.19%
YTD
+2.83%
1 Year
+5.67%
3 Years (annualized)
+11.38%
5 Years (annualized)
+7.47%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGLYX 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)
+2.83%
Peer Avg (YTD)
+8.97%
vs Peers
-6.14%

DGLYX Mutual Fund Performance

DGLYX performance across multiple time periods: 1-month 0.76%, YTD 2.83%, 1-year 5.67%, 3-year 11.38%, 5-year 7.47%, 10-year 11.53%.

DGLYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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