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AllianzGI Technology Administrative (DGTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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63.36+1.29 (+2.08%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.66%
5-year average return15.96%
Number of years up15
Number of years down3
Best 1-yr total return (5 May 2024)69.13%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return69.13%
Worst 3-yr total return2.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGTAXCategory
YTD8.98%12.31%
1-month-4.65%6.23%
3-month4.66%8.63%
1-year46.38%53.90%
3-year3.77%27.50%
5-year14.56%28.80%
10-year17.34%18.74%
Last bull market36.68%24.03%
Last bear market-25.82%-20.41%

Annual total return (%) history

Year
DGTAXCategory
2024
N/AN/A
2023
65.05%N/A
2022
-42.87%N/A
2021
12.93%N/A
2020
69.13%55.91%
2019
29.01%37.49%
2018
5.35%-3.21%
2017
46.83%35.35%
2016
4.48%10.84%
2015
5.42%5.21%
2014
12.49%12.55%
2013
43.69%35.45%
2012
12.11%13.08%
2011
-10.34%-7.62%
2010
28.48%20.00%
2009
57.56%61.99%
2008
-47.84%-45.33%
2007
28.92%16.12%
2006
4.74%7.08%
2005
N/A5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.30%N/AN/AN/A
202325.03%18.71%-3.80%15.61%
2022-13.46%-25.82%-4.10%-7.21%
2021-2.23%9.19%-0.11%5.89%
2020-8.13%35.40%14.35%18.90%
201920.41%3.75%-6.99%11.03%
20189.48%6.84%10.94%-18.81%
201714.82%7.59%10.27%7.78%
2016-3.19%-0.38%11.46%-2.81%
20152.21%2.71%-8.59%9.86%
20141.63%5.20%2.02%3.13%
20135.32%7.85%17.13%7.99%
201217.18%-7.95%6.99%-2.86%
201110.17%-2.16%-18.36%1.88%
20101.43%-6.05%21.08%11.35%
2009-0.04%23.79%14.55%11.16%
2008-18.60%2.34%-17.57%-24.04%
2007-0.75%12.04%12.25%3.29%
20067.02%-13.19%2.97%9.48%
20053.63%11.06%4.50%N/A

Rank in category (by total return)

YTD18
1-month26
3-month26
1-year16
3-year41
5-year37

Load adjusted returns

1-year46.38%
3-year3.77%
5-year14.56%
10-year17.34%