DLGIX Mutual Fund

DLGIX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
+0.72%
3 Months
-1.89%
6 Months
-2.74%
YTD
-2.53%
1 Year
-1.75%
3 Years (annualized)
+3.92%
5 Years (annualized)
-2.12%
10 Years (annualized)
-0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLGIX 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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
-2.53%
Peer Avg (YTD)
-0.75%
vs Peers
-1.78%

DLGIX Mutual Fund Performance

DLGIX performance across multiple time periods: 1-month 0.72%, YTD -2.53%, 1-year -1.75%, 3-year 3.92%, 5-year -2.12%, 10-year -0.91%.

DLGIX returns trail the peer average of -0.75% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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