DYGIX Mutual Fund

DYGIX Mutual Fund

NAV$16.85
See how much of DYGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.05%
3 Months
+2.18%
6 Months
+9.25%
YTD
+13.55%
1 Year
+21.13%
3 Years (annualized)
+17.90%
5 Years (annualized)
+7.21%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DYGIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+13.55%
Peer Avg (YTD)
+7.17%
vs Peers
+6.38%

DYGIX Mutual Fund Performance

DYGIX performance across multiple time periods: 1-month 2.05%, YTD 13.55%, 1-year 21.13%, 3-year 17.90%, 5-year 7.21%, 10-year 11.77%.

DYGIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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