DGEFX Mutual Fund

NAV$15.25

Returns Overview

1 Month
+3.67%
3 Months
+2.69%
6 Months
+5.90%
YTD
+10.43%
1 Year
+17.81%
3 Years (annualized)
+15.13%
5 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGEFX 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
PROUpgrade 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 All-World High Dividend Yield Index(TAWHDY01)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+9.49%
vs Peers
+0.94%

DGEFX Mutual Fund Performance

DGEFX performance across multiple time periods: 1-month 3.67%, YTD 10.43%, 1-year 17.81%, 3-year 15.13%, 5-year 9.93%.

DGEFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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