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DGIFX: THE DISCIPLINED GROWTH INVESTORS FUND THE DISCIPLINED GROWTH INVESTORS FUND (MUTUAL FUND)
Basic Info 25.15 0.22(0.88%) July 25
See more info about DGIFXAsset Class: | Moderate Allocation |
MyPlanIQ Rating: | (3%) |
Start Date: | 08/12/2011 |
Last Dividend Date: | 03/13/2025 |
12-Mo. Yield | 0.80% |
Expenses | 0.78% |
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Performance Analytics (As of 07/21/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/12/2011 | 2024 | 2023 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.5 | 2.0 | 2.6 | 8.7 | 3.3 | 6.2 | 8.6 | 1.3 | 30.4 |
Sharpe Ratio ? | NA | -0.01 | -0.15 | 0.35 | 0.07 | 0.26 | 0.45 | -0.22 | 1.57 |
Draw Down(%) ? | NA | 20.0 | 20.1 | 31.7 | 33.7 | 33.7 | 33.7 | 24.0 | 14.4 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2011
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See Moderate Allocation Asset Class Trend Rankings |
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