DGFCX Mutual Fund

NAV$29.28

Returns Overview

1 Month
+1.31%
3 Months
+1.28%
6 Months
-1.35%
YTD
-2.07%
1 Year
+12.96%
3 Years (annualized)
+17.05%
5 Years (annualized)
+5.10%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGFCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+9.13%
vs Peers
-11.21%

DGFCX Mutual Fund Performance

DGFCX performance across multiple time periods: 1-month 1.31%, YTD -2.07%, 1-year 12.96%, 3-year 17.05%, 5-year 5.10%, 10-year 10.75%.

DGFCX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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