DIGGX Mutual Fund

DIGGX Mutual Fund

NAV$112.41
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Returns Overview

1 Month
-5.57%
3 Months
-7.29%
6 Months
-9.22%
YTD
+9.06%
1 Year
+13.07%
3 Years (annualized)
+26.73%
5 Years (annualized)
+9.20%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIGGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+12.21%
vs Peers
-3.15%

DIGGX Mutual Fund Performance

DIGGX performance across multiple time periods: 1-month -5.57%, YTD 9.06%, 1-year 13.07%, 3-year 26.73%, 5-year 9.20%, 10-year 15.35%.

DIGGX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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