DRGVX Mutual Fund

DRGVX Mutual Fund

NAV$59.47
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Returns Overview

1 Month
+1.49%
3 Months
+6.56%
6 Months
+12.43%
YTD
+17.50%
1 Year
+28.77%
3 Years (annualized)
+18.35%
5 Years (annualized)
+15.43%
10 Years (annualized)
+14.45%

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)
+17.50%
Peer Avg (YTD)
+11.41%
vs Peers
+6.09%

DRGVX Mutual Fund Performance

DRGVX performance across multiple time periods: 1-month 1.49%, YTD 17.50%, 1-year 28.77%, 3-year 18.35%, 5-year 15.43%, 10-year 14.45%.

DRGVX returns outperform the peer average of 11.41% 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.