DRGVX Mutual Fund

DRGVX Mutual Fund

NAV$59.09
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Returns Overview

1 Month
-2.72%
3 Months
+0.47%
6 Months
+13.69%
YTD
+15.17%
1 Year
+21.99%
3 Years (annualized)
+19.37%
5 Years (annualized)
+13.52%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRGVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.17%
Peer Avg (YTD)
+10.00%
vs Peers
+5.18%

DRGVX Mutual Fund Performance

DRGVX performance across multiple time periods: 1-month -2.72%, YTD 15.17%, 1-year 21.99%, 3-year 19.37%, 5-year 13.52%, 10-year 12.84%.

DRGVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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