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DF Dent Small Cap Growth Institutional (DFSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.35+0.07 (+0.31%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.18%
5-year average return6.57%
Number of years up4
Number of years down2
Best 1-yr total return (2 July 2024)36.54%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return36.54%
Worst 3-yr total return-0.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFSGXCategory
YTD0.54%12.40%
1-month-0.88%3.37%
3-month-7.20%4.88%
1-year7.47%55.69%
3-year-2.83%19.34%
5-year6.80%20.72%
10-year9.13%13.98%
Last bull market30.72%27.85%
Last bear market-16.92%-24.06%

Annual total return (%) history

Year
DFSGXCategory
2024
N/AN/A
2023
22.38%N/A
2022
-30.26%N/A
2021
14.71%N/A
2020
34.78%38.62%
2019
36.54%27.68%
2018
-1.45%-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.34%-7.20%N/AN/A
20238.67%5.35%-3.16%10.39%
2022-15.88%-16.92%-4.21%4.17%
20210.17%7.10%1.00%5.86%
2020-20.31%30.73%6.35%21.63%
201917.12%11.31%-3.39%8.41%
20183.35%7.91%8.89%-18.85%

Rank in category (by total return)

YTD81
1-month71
3-month95
1-year64
3-year44
5-year56

Load adjusted returns

1-year7.47%
3-year-2.83%
5-year6.80%
10-year9.13%