DIGGX Mutual Fund

DIGGX Mutual Fund

NAV$126.36
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Returns Overview

1 Month
-13.00%
3 Months
-2.08%
6 Months
+12.57%
YTD
+20.97%
1 Year
+36.06%
3 Years (annualized)
+20.92%
5 Years (annualized)
+8.20%
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)
+20.97%
Peer Avg (YTD)
+15.31%
vs Peers
+5.66%

DIGGX Mutual Fund Performance

DIGGX performance across multiple time periods: 1-month -13.00%, YTD 20.97%, 1-year 36.06%, 3-year 20.92%, 5-year 8.20%, 10-year 15.35%.

DIGGX returns outperform the peer average of 15.31% 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.