DGSCX Mutual Fund

DGSCX Mutual Fund

NAV$39.70

Returns Overview

1 Month
+4.72%
3 Months
+9.96%
6 Months
+4.43%
YTD
+4.06%
1 Year
-2.93%
3 Years (annualized)
+6.18%
5 Years (annualized)
+5.32%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGSCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+9.16%
vs Peers
-5.11%

DGSCX Mutual Fund Performance

DGSCX performance across multiple time periods: 1-month 4.72%, YTD 4.06%, 1-year -2.93%, 3-year 6.18%, 5-year 5.32%, 10-year 10.27%.

DGSCX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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