DUGCX Mutual Fund

DUGCX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
+0.78%
3 Months
+0.60%
6 Months
+1.40%
YTD
+1.47%
1 Year
+3.44%
3 Years (annualized)
+6.29%
5 Years (annualized)
+1.83%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DUGCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+2.15%
vs Peers
-0.68%

DUGCX Mutual Fund Performance

DUGCX performance across multiple time periods: 1-month 0.78%, YTD 1.47%, 1-year 3.44%, 3-year 6.29%, 5-year 1.83%, 10-year 2.54%.

DUGCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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