DRGTX Mutual Fund

DRGTX Mutual Fund

NAV$140.36
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Returns Overview

1 Month
-0.43%
3 Months
+42.75%
6 Months
+27.37%
YTD
+27.07%
1 Year
+49.00%
3 Years (annualized)
+35.10%
5 Years (annualized)
+25.81%
10 Years (annualized)
+36.22%

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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+27.07%
Peer Avg (YTD)
+16.06%
vs Peers
+11.01%

DRGTX Mutual Fund Performance

DRGTX performance across multiple time periods: 1-month -0.43%, YTD 27.07%, 1-year 49.00%, 3-year 35.10%, 5-year 25.81%, 10-year 36.22%.

DRGTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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