DUGRX Mutual Fund

DUGRX Mutual Fund

NAV$7.47
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Returns Overview

1 Month
-0.39%
3 Months
+0.57%
6 Months
+0.68%
YTD
+0.90%
1 Year
+4.25%
3 Years (annualized)
+6.43%
5 Years (annualized)
+2.03%
10 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DUGRX 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)
+0.90%
Peer Avg (YTD)
+0.12%
vs Peers
+0.78%

DUGRX Mutual Fund Performance

DUGRX performance across multiple time periods: 1-month -0.39%, YTD 0.90%, 1-year 4.25%, 3-year 6.43%, 5-year 2.03%, 10-year 2.86%.

DUGRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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