DGSIX Mutual Fund

NAV$23.90

Returns Overview

1 Month
+0.18%
3 Months
+8.28%
6 Months
+8.18%
YTD
+7.69%
1 Year
+16.20%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Global BMI Index (net dividends)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+5.87%
vs Peers
+1.82%

DGSIX Mutual Fund Performance

DGSIX performance across multiple time periods: 1-month 0.18%, YTD 7.69%, 1-year 16.20%, 3-year 12.47%, 5-year 6.92%, 10-year 8.47%.

DGSIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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