DGI BALANCED FUND
DGI Investment Trust

Average annual returns

No trailing-return data available for this share class.

Risk statistics

60 months through March 31, 2026
Volatility (ann.)
8.75%
Sharpe
0.96
Sortino
1.72
Max drawdown
-16.43%
Best month
6.26%
Worst month
-6.05%

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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