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Destinations Equity Income I (DGEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.88+0.06 (+0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.54%
5-year average return8.68%
Number of years up3
Number of years down3
Best 1-yr total return (3 Oct 2024)22.41%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return22.41%
Worst 3-yr total return3.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGEFXCategory
YTD16.07%14.38%
1-month1.69%-1.21%
3-month9.83%5.03%
1-year25.94%39.50%
3-year9.29%9.11%
5-year8.54%10.10%
10-year0.00%7.90%
Last bull market16.96%15.53%
Last bear market-7.91%-17.52%

Annual total return (%) history

Year
DGEFXCategory
2024
N/AN/A
2023
5.08%N/A
2022
-1.09%N/A
2021
22.41%N/A
2020
-4.11%2.50%
2019
21.78%20.73%
2018
-5.43%-10.41%
2017
N/A18.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.36%0.31%9.83%N/A
2023-0.07%0.67%-3.73%8.50%
20222.67%-7.91%-7.79%13.45%
20219.02%5.07%-1.23%8.20%
2020-24.39%10.93%2.39%11.66%
201910.66%1.65%1.79%6.36%
2018-4.91%2.29%4.29%-6.78%
20171.36%3.01%4.59%N/A

Rank in category (by total return)

YTD24
1-month31
3-month16
1-year41
3-year38
5-year74

Load adjusted returns

1-year25.94%
3-year9.29%
5-year8.54%
10-yearN/A