DGVYX Mutual Fund

DGVYX Mutual Fund

NAV$5.17
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Returns Overview

1 Month
+1.06%
3 Months
+0.84%
6 Months
+1.28%
YTD
+2.19%
1 Year
+2.76%
3 Years (annualized)
+4.48%
5 Years (annualized)
+2.02%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DGVYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+1.88%
vs Peers
+0.30%

DGVYX Mutual Fund Performance

DGVYX performance across multiple time periods: 1-month 1.06%, YTD 2.19%, 1-year 2.76%, 3-year 4.48%, 5-year 2.02%, 10-year 1.43%.

DGVYX returns outperform the peer average of 1.88% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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