DGIFX Mutual Fund

NAV$26.57

Returns Overview

1 Month
-1.81%
3 Months
+2.63%
6 Months
+6.37%
YTD
+11.13%
1 Year
+21.27%
3 Years (annualized)
+15.75%
5 Years (annualized)
+10.09%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGIFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+6.73%
vs Peers
+4.40%

DGIFX Mutual Fund Performance

DGIFX performance across multiple time periods: 1-month -1.81%, YTD 11.13%, 1-year 21.27%, 3-year 15.75%, 5-year 10.09%, 10-year 12.27%.

DGIFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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