DGVRX Mutual Fund

NAV$110.94

Returns Overview

1 Month
+7.26%
3 Months
+48.04%
6 Months
+36.72%
YTD
+34.90%
1 Year
+55.19%
3 Years (annualized)
+36.02%
5 Years (annualized)
+13.67%
10 Years (annualized)
+21.17%

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
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
NYSE Technology Index(NYTECH)
This Mutual Fund (YTD)
+34.90%
Peer Avg (YTD)
+16.06%
vs Peers
+18.84%

DGVRX Mutual Fund Performance

DGVRX performance across multiple time periods: 1-month 7.26%, YTD 34.90%, 1-year 55.19%, 3-year 36.02%, 5-year 13.67%, 10-year 21.17%.

DGVRX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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