DRGTX Mutual Fund

DRGTX Mutual Fund

NAV$125.90
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Returns Overview

1 Month
-9.28%
3 Months
-1.22%
6 Months
+9.38%
YTD
+18.40%
1 Year
+12.49%
3 Years (annualized)
+34.07%
5 Years (annualized)
+13.37%
10 Years (annualized)
+21.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRGTX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+18.40%
Peer Avg (YTD)
+11.26%
vs Peers
+7.14%

DRGTX Mutual Fund Performance

DRGTX performance across multiple time periods: 1-month -9.28%, YTD 18.40%, 1-year 12.49%, 3-year 34.07%, 5-year 13.37%, 10-year 21.97%.

DRGTX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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