DGIBX Mutual Fund

DGIBX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
-0.97%
3 Months
-1.84%
6 Months
-0.37%
YTD
+3.25%
1 Year
+4.30%
3 Years (annualized)
+11.98%
5 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGIBX 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)
+3.25%
Peer Avg (YTD)
+5.92%
vs Peers
-2.67%

DGIBX Mutual Fund Performance

DGIBX performance across multiple time periods: 1-month -0.97%, YTD 3.25%, 1-year 4.30%, 3-year 11.98%, 5-year 3.14%.

DGIBX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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