DYGAX Mutual Fund

DYGAX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
+2.11%
3 Months
+2.24%
6 Months
+9.30%
YTD
+13.60%
1 Year
+21.12%
3 Years (annualized)
+17.95%
5 Years (annualized)
+7.26%
10 Years (annualized)
+11.73%

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
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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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+7.17%
vs Peers
+6.43%

DYGAX Mutual Fund Performance

DYGAX performance across multiple time periods: 1-month 2.11%, YTD 13.60%, 1-year 21.12%, 3-year 17.95%, 5-year 7.26%, 10-year 11.73%.

DYGAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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