DYGIX Mutual Fund

NAV$16.94

Returns Overview

1 Month
-0.12%
3 Months
+13.26%
6 Months
+11.82%
YTD
+11.00%
1 Year
+22.33%
3 Years (annualized)
+21.35%
5 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DYGIX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+6.73%
vs Peers
+4.27%

DYGIX Mutual Fund Performance

DYGIX performance across multiple time periods: 1-month -0.12%, YTD 11.00%, 1-year 22.33%, 3-year 21.35%, 5-year 12.60%.

DYGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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