DGSIX Mutual Fund

DGSIX Mutual Fund

NAV$23.57
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Returns Overview

1 Month
-1.73%
3 Months
-0.48%
6 Months
+7.76%
YTD
+7.17%
1 Year
+10.05%
3 Years (annualized)
+12.54%
5 Years (annualized)
+6.74%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGSIX 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
S&P Global BMI Index (net dividends)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+4.96%
vs Peers
+2.20%

DGSIX Mutual Fund Performance

DGSIX performance across multiple time periods: 1-month -1.73%, YTD 7.17%, 1-year 10.05%, 3-year 12.54%, 5-year 6.74%, 10-year 8.27%.

DGSIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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