DGEFX Mutual Fund

DGEFX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
-5.24%
3 Months
-0.92%
6 Months
+2.30%
YTD
+6.69%
1 Year
+10.24%
3 Years (annualized)
+16.94%
5 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGEFX 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
FTSE All World Developed Index
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+10.00%
vs Peers
-3.30%

DGEFX Mutual Fund Performance

DGEFX performance across multiple time periods: 1-month -5.24%, YTD 6.69%, 1-year 10.24%, 3-year 16.94%, 5-year 10.53%.

DGEFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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