DIFGX Mutual Fund

DIFGX Mutual Fund

NAV$12.71
See how much of DIFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.77%
3 Months
-1.32%
6 Months
+0.98%
YTD
+4.75%
1 Year
+6.22%
3 Years (annualized)
+10.34%
5 Years (annualized)
+3.41%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFGX 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
MSCI US REIT Index (net div)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+2.95%
vs Peers
+1.80%

DIFGX Mutual Fund Performance

DIFGX performance across multiple time periods: 1-month 1.77%, YTD 4.75%, 1-year 6.22%, 3-year 10.34%, 5-year 3.41%, 10-year 4.85%.

DIFGX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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