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DGIFX: Disciplined Growth Investors (MUTUAL FUND)
Basic Info 25.34 0.24(0.96%) January 19
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/15/2011 |
| Last Dividend Date: | 12/17/2020 |
| 12-Mo. Yield | 4.22% |
| Expenses | 0.78% |
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Performance Analytics (As of 01/15/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.9 | 4.7 | 27.0 | 15.1 | 17.0 | 13.7 | 24.0 | 24.0 | -2.4 | 14.9 | 13.0 | -4.6 | 11.4 | 23.4 | 15.5 | 8.9 |
| SR | NA | 11.1 | 0.99 | 0.73 | 1.01 | 0.94 | 0.88 | 1.94 | -0.27 | 1.93 | 1.06 | -0.43 | 1.13 | 2.44 | 1.35 | 1.12 |
| DD(%) | NA | 0.9 | 29.3 | 29.3 | 29.3 | 29.3 | 29.3 | 7.6 | 16.4 | 3.4 | 8.5 | 10.2 | 6.2 | 5.3 | 8.4 | 8.5 |
| SD(%) | NA | 13.4 | 27.0 | 18.7 | 15.7 | 14.1 | 26.9 | 11.6 | 13.8 | 7.4 | 12.0 | 10.8 | 10.0 | 9.6 | 11.5 | 22.0 |
| TR | NA | 1.18 | 0.22 | 0.61 | 0.65 | 0.4 | 0.19 | 4.65 | -0.03 | 0.09 | 0.09 | -0.04 | 0.08 | 0.18 | 0.11 | 0.19 |
| Alpha(%) | NA | 0.31 | 0.03 | 0.04 | 0.05 | 0.04 | 0.02 | 0.08 | 0.01 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 |
| Beta(%) | NA | 1.26 | 1.24 | 0.22 | 0.25 | 0.33 | 1.24 | 0.05 | 1.3 | 1.57 | 1.39 | 1.17 | 1.35 | 1.27 | 1.44 | 1.27 |
| RS | NA | 0.57 | 0.9 | 0.17 | 0.18 | 0.24 | 0.9 | 0.05 | 0.85 | 0.72 | 0.83 | 0.87 | 0.8 | 0.83 | 0.83 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2011
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
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