DIGGX Mutual Fund

DIGGX Mutual Fund

NAV$118.23
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Returns Overview

1 Month
-1.47%
3 Months
-14.59%
6 Months
+11.54%
YTD
+15.49%
1 Year
+24.71%
3 Years (annualized)
+24.01%
5 Years (annualized)
+12.24%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIGGX 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 500 Index(SPX)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+10.34%
vs Peers
+5.15%

DIGGX Mutual Fund Performance

DIGGX performance across multiple time periods: 1-month -1.47%, YTD 15.49%, 1-year 24.71%, 3-year 24.01%, 5-year 12.24%, 10-year 15.35%.

DIGGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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