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DGI Balanced I (DGIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.330.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.94%
5-year average return0.00%
Number of years upN/A
Number of years downN/A
Best 1-yr total return (19 May 2024)N/A
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total returnN/A
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGIIXCategory
YTD0.18%5.91%
1-month-3.02%0.61%
3-month0.37%4.02%
1-year8.18%18.59%
3-year0.00%8.56%
5-year0.00%7.44%
10-year0.00%6.20%
Last bull market15.61%11.89%
Last bear market-7.35%-8.23%

Annual total return (%) history

Year
DGIIXCategory
2024
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.30%N/AN/AN/A

Rank in category (by total return)

YTD55
1-month76
3-month40
1-year15
3-yearN/A
5-yearN/A

Load adjusted returns

1-year8.18%
3-yearN/A
5-yearN/A
10-yearN/A