DNCGX Mutual Fund

NAV$12.32

Returns Overview

1 Month
+0.51%
3 Months
+1.22%
6 Months
+0.85%
YTD
+1.01%
1 Year
+4.02%
3 Years (annualized)
+4.49%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNCGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+3.23%
vs Peers
-2.21%

DNCGX Mutual Fund Performance

DNCGX performance across multiple time periods: 1-month 0.51%, YTD 1.01%, 1-year 4.02%, 3-year 4.49%, 5-year 0.52%, 10-year 1.77%.

DNCGX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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