DGLRX Mutual Fund

DGLRX Mutual Fund

NAV$17.82
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Returns Overview

1 Month
-3.17%
3 Months
+0.58%
6 Months
+9.23%
YTD
+3.42%
1 Year
+4.64%
3 Years (annualized)
+14.41%
5 Years (annualized)
+7.63%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGLRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+8.67%
vs Peers
-5.25%

DGLRX Mutual Fund Performance

DGLRX performance across multiple time periods: 1-month -3.17%, YTD 3.42%, 1-year 4.64%, 3-year 14.41%, 5-year 7.63%, 10-year 11.92%.

DGLRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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