Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGITX (DGI Investment Trust – DGI Balanced Fund) | 4.90% | 14.48% | 10.47% | 3.87% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGITX (DGI Investment Trust – DGI Balanced Fund) | 06/04/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | 14.48 | 10.47 | 3.87 | NA | NA | NA | … | … | 4.90 | 12.54 | 6.91 | 10.92 | -14.02 | 0.43 |
| Sharpe Ratio | NA | 1.52 | 0.83 | 0.13 | NA | NA | NA | … | … | 0.91 | 1.00 | 0.41 | 0.81 | -1.28 | 0.10 |
| Standard Deviation(%) | NA | 8.12 | 9.04 | 9.54 | NA | NA | NA | … | … | 9.57 | 9.69 | 7.98 | 9.05 | 12.11 | 7.25 |
| Draw Down(%) | NA | 6.00 | 9.95 | 17.94 | NA | NA | NA | … | … | 6.00 | 9.65 | 3.74 | 9.32 | 17.74 | 3.54 |
| Yield(%) | 0.00 | 1.26 | 1.09 | 0.78 | 0.39 | 0.26 | 0.20 | … | … | 0.00 | 1.30 | 0.78 | 1.03 | 1.01 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGITX (DGI Investment Trust – DGI Balanced Fund) |
0.28%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGITX (DGI Investment Trust – DGI Balanced Fund) |
11.90%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart