DGEZX Mutual Fund

NAV$14.65

Returns Overview

1 Month
+3.68%
3 Months
+2.59%
6 Months
+5.85%
YTD
+10.48%
1 Year
+17.89%
3 Years (annualized)
+15.32%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGEZX 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)
+10.48%
Peer Avg (YTD)
+9.49%
vs Peers
+0.99%

DGEZX Mutual Fund Performance

DGEZX performance across multiple time periods: 1-month 3.68%, YTD 10.48%, 1-year 17.89%, 3-year 15.32%, 5-year 10.07%.

DGEZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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