DYGIX Mutual Fund

DYGIX Mutual Fund

NAV$16.93
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Returns Overview

1 Month
-1.24%
3 Months
+0.72%
6 Months
+14.43%
YTD
+12.14%
1 Year
+16.15%
3 Years (annualized)
+17.90%
5 Years (annualized)
+7.21%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DYGIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+12.14%
Peer Avg (YTD)
+6.10%
vs Peers
+6.04%

DYGIX Mutual Fund Performance

DYGIX performance across multiple time periods: 1-month -1.24%, YTD 12.14%, 1-year 16.15%, 3-year 17.90%, 5-year 7.21%, 10-year 11.77%.

DYGIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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