DUGIX Mutual Fund

DUGIX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
-1.93%
3 Months
-1.68%
6 Months
+1.02%
YTD
-0.07%
1 Year
+1.37%
3 Years (annualized)
+7.26%
5 Years (annualized)
+2.80%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DUGIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+0.50%
vs Peers
-0.57%

DUGIX Mutual Fund Performance

DUGIX performance across multiple time periods: 1-month -1.93%, YTD -0.07%, 1-year 1.37%, 3-year 7.26%, 5-year 2.80%, 10-year 3.51%.

DUGIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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