DGSFX Mutual Fund

DGSFX Mutual Fund

NAV$9.33
See how much of DGSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.38%
3 Months
+0.11%
6 Months
-0.19%
YTD
+0.55%
1 Year
+2.40%
3 Years (annualized)
+4.51%
5 Years (annualized)
-0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGSFX 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
Bloomberg Global Aggregate Bond Index (hedged to USD)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+0.25%
vs Peers
+0.30%

DGSFX Mutual Fund Performance

DGSFX performance across multiple time periods: 1-month -1.38%, YTD 0.55%, 1-year 2.40%, 3-year 4.51%, 5-year -0.43%.

DGSFX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

DGSFX vs another fund shows side-by-side returns. DGSFX alternatives are available in the Mutual Fund Screener.