DGVRX Mutual Fund

DGVRX Mutual Fund

NAV$119.79
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Returns Overview

1 Month
+4.07%
3 Months
-2.51%
6 Months
+25.68%
YTD
+24.27%
1 Year
+37.14%
3 Years (annualized)
+30.63%
5 Years (annualized)
+10.84%
10 Years (annualized)
+18.97%

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)
+24.27%
Peer Avg (YTD)
+14.35%
vs Peers
+9.92%

DGVRX Mutual Fund Performance

DGVRX performance across multiple time periods: 1-month 4.07%, YTD 24.27%, 1-year 37.14%, 3-year 30.63%, 5-year 10.84%, 10-year 18.97%.

DGVRX returns outperform the peer average of 14.35% 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.