DEGGX Mutual Fund

DEGGX Mutual Fund

NAV$7.24
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Returns Overview

1 Month
-0.69%
3 Months
-1.84%
6 Months
-1.40%
YTD
-0.86%
1 Year
+0.40%
3 Years (annualized)
+7.10%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEGGX 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)
-0.86%
Peer Avg (YTD)
+1.93%
vs Peers
-2.79%

DEGGX Mutual Fund Performance

DEGGX performance across multiple time periods: 1-month -0.69%, YTD -0.86%, 1-year 0.40%, 3-year 7.10%, 5-year 2.15%, 10-year 3.12%.

DEGGX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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