DGVRX Mutual Fund

DGVRX Mutual Fund

NAV$110.46
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Returns Overview

1 Month
-12.67%
3 Months
+9.00%
6 Months
+15.54%
YTD
+19.41%
1 Year
+33.22%
3 Years (annualized)
+27.46%
5 Years (annualized)
+10.70%
10 Years (annualized)
+18.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGVRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NYSE Technology Index(NYTECH)
This Mutual Fund (YTD)
+19.41%
Peer Avg (YTD)
+11.56%
vs Peers
+7.85%

DGVRX Mutual Fund Performance

DGVRX performance across multiple time periods: 1-month -12.67%, YTD 19.41%, 1-year 33.22%, 3-year 27.46%, 5-year 10.70%, 10-year 18.73%.

DGVRX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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