DOGMX Mutual Fund

DOGMX Mutual Fund

NAV$9.54
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Returns Overview

1 Month
+0.01%
3 Months
-0.56%
6 Months
-1.11%
YTD
+0.29%
1 Year
+2.52%
3 Years (annualized)
+2.73%
5 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOGMX 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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.15%
vs Peers
+0.14%

DOGMX Mutual Fund Performance

DOGMX performance across multiple time periods: 1-month 0.01%, YTD 0.29%, 1-year 2.52%, 3-year 2.73%, 5-year 0.76%.

DOGMX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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