DRGVX Mutual Fund

NAV$58.98

Returns Overview

1 Month
-0.25%
3 Months
+6.08%
6 Months
+15.04%
YTD
+12.07%
1 Year
+29.95%
3 Years (annualized)
+20.85%
5 Years (annualized)
+12.86%
10 Years (annualized)
+12.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+7.14%
vs Peers
+4.94%

DRGVX Mutual Fund Performance

DRGVX performance across multiple time periods: 1-month -0.25%, YTD 12.07%, 1-year 29.95%, 3-year 20.85%, 5-year 12.86%, 10-year 12.63%.

DRGVX returns outperform the peer average of 7.14% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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