DGVYX Mutual Fund

DGVYX Mutual Fund

NAV$5.17
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Returns Overview

1 Month
+0.78%
3 Months
+0.55%
6 Months
+0.99%
YTD
+1.90%
1 Year
+2.47%
3 Years (annualized)
+4.38%
5 Years (annualized)
+1.96%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGVYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+1.80%
vs Peers
+0.10%

DGVYX Mutual Fund Performance

DGVYX performance across multiple time periods: 1-month 0.78%, YTD 1.90%, 1-year 2.47%, 3-year 4.38%, 5-year 1.96%, 10-year 1.40%.

DGVYX returns outperform the peer average of 1.80% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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