DYGAX Mutual Fund

DYGAX Mutual Fund

NAV$17.07
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Returns Overview

1 Month
-0.12%
3 Months
+13.24%
6 Months
+11.81%
YTD
+10.98%
1 Year
+22.22%
3 Years (annualized)
+21.32%
5 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DYGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+6.73%
vs Peers
+4.26%

DYGAX Mutual Fund Performance

DYGAX performance across multiple time periods: 1-month -0.12%, YTD 10.98%, 1-year 22.22%, 3-year 21.32%, 5-year 11.95%.

DYGAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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