DRGYX Mutual Fund

NAV$59.17

Returns Overview

1 Month
-0.25%
3 Months
+6.09%
6 Months
+15.07%
YTD
+12.09%
1 Year
+30.02%
3 Years (annualized)
+20.90%
5 Years (annualized)
+12.89%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRGYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+7.14%
vs Peers
+4.95%

DRGYX Mutual Fund Performance

DRGYX performance across multiple time periods: 1-month -0.25%, YTD 12.09%, 1-year 30.02%, 3-year 20.90%, 5-year 12.89%, 10-year 12.64%.

DRGYX returns outperform the peer average of 7.14% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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