DGBCX Mutual Fund

NAV$9.91

Returns Overview

1 Month
+3.88%
3 Months
+5.20%
6 Months
+12.10%
YTD
+14.97%
1 Year
+13.66%
3 Years (annualized)
+9.95%
5 Years (annualized)
+1.95%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGBCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+11.24%
vs Peers
+3.72%

DGBCX Mutual Fund Performance

DGBCX performance across multiple time periods: 1-month 3.88%, YTD 14.97%, 1-year 13.66%, 3-year 9.95%, 5-year 1.95%, 10-year 3.17%.

DGBCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

DGBCX performance comparison shows side-by-side returns with another fund. DGBCX alternatives are available in the Mutual Fund Screener.