| DGBEX | |
|---|---|
| Total return | +131.47% |
| Annualised (CAGR) | +12.96% |
| Volatility (annualised) | +17.71% |
| Sharpe (rf = 0) | 0.73 |
| Deepest drawdown | -37.83% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.13% (as of 2026-10-02) |
Over the 6.9 years to 2026-10-02 the fund returned +131.47% in total (+12.96% a year), with a deepest drawdown of -37.83% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-17.74%), its best 2025 (+22.39%).
| Year | DGBEX |
|---|---|
| 2026 | +14.54% |
| 2025 | +22.39% |
| 2024 | +15.72% |
| 2023 | +22.31% |
| 2022 | -17.74% |
| 2021 | +20.90% |
| 2020 | +12.87% |
| 2019 | +3.93% |
+131.47% in total, which works out to +12.96% a year over the 7 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -17.74% (net of fees, dividends reinvested). Its best year was 2025 (+22.39%).
-37.83%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 231 days (about 7.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.13% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say DGBEX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -37.83% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.