DFGEX Mutual Fund

DFGEX Mutual Fund

NAV$11.01
See how much of DFGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.55%
3 Months
-5.71%
6 Months
+3.22%
YTD
+3.91%
1 Year
+2.85%
3 Years (annualized)
+9.80%
5 Years (annualized)
+1.27%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFGEX 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
S&P Global REIT Index(1) (net dividends)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+4.73%
vs Peers
-0.83%

DFGEX Mutual Fund Performance

DFGEX performance across multiple time periods: 1-month -5.55%, YTD 3.91%, 1-year 2.85%, 3-year 9.80%, 5-year 1.27%, 10-year 4.33%.

DFGEX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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