DGYGX Mutual Fund

DGYGX Mutual Fund

NAV$37.53
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-3.25%
3 Months
+8.55%
6 Months
+1.61%
YTD
+1.58%
1 Year
+6.53%
3 Years (annualized)
+12.94%
5 Years (annualized)
+8.51%
10 Years (annualized)
+13.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGYGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+8.97%
vs Peers
-7.39%

DGYGX Mutual Fund Performance

DGYGX performance across multiple time periods: 1-month -3.25%, YTD 1.58%, 1-year 6.53%, 3-year 12.94%, 5-year 8.51%, 10-year 13.64%.

DGYGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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