DGVRX Mutual Fund

DGVRX Mutual Fund

NAV$116.15
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Returns Overview

1 Month
+6.74%
3 Months
-2.99%
6 Months
+43.62%
YTD
+30.88%
1 Year
+36.47%
3 Years (annualized)
+30.63%
5 Years (annualized)
+10.84%
10 Years (annualized)
+18.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGVRX 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
NYSE Technology Index(NYTECH)
This Mutual Fund (YTD)
+30.88%
Peer Avg (YTD)
+16.41%
vs Peers
+14.47%

DGVRX Mutual Fund Performance

DGVRX performance across multiple time periods: 1-month 6.74%, YTD 30.88%, 1-year 36.47%, 3-year 30.63%, 5-year 10.84%, 10-year 18.97%.

DGVRX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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