DGLIX Mutual Fund

DGLIX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
-3.84%
3 Months
-3.08%
6 Months
+9.28%
YTD
+10.33%
1 Year
+13.62%
3 Years (annualized)
+16.01%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGLIX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+7.86%
vs Peers
+2.47%

DGLIX Mutual Fund Performance

DGLIX performance across multiple time periods: 1-month -3.84%, YTD 10.33%, 1-year 13.62%, 3-year 16.01%, 5-year 8.16%.

DGLIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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