DRGTX Mutual Fund

DRGTX Mutual Fund

NAV$145.16
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Returns Overview

1 Month
+4.41%
3 Months
+2.70%
6 Months
+46.60%
YTD
+30.51%
1 Year
+33.85%
3 Years (annualized)
+32.27%
5 Years (annualized)
+15.33%
10 Years (annualized)
+22.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRGTX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+30.51%
Peer Avg (YTD)
+16.41%
vs Peers
+14.10%

DRGTX Mutual Fund Performance

DRGTX performance across multiple time periods: 1-month 4.41%, YTD 30.51%, 1-year 33.85%, 3-year 32.27%, 5-year 15.33%, 10-year 22.75%.

DRGTX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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