DGVYX Mutual Fund

DGVYX Mutual Fund

NAV$5.15
See how much of DGVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.50%
3 Months
-0.34%
6 Months
+0.29%
YTD
+1.11%
1 Year
+1.73%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.74%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGVYX 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
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.64%
vs Peers
+0.48%

DGVYX Mutual Fund Performance

DGVYX performance across multiple time periods: 1-month -0.50%, YTD 1.11%, 1-year 1.73%, 3-year 4.26%, 5-year 1.74%, 10-year 1.38%.

DGVYX returns outperform the peer average of 0.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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