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Dana Large Cap Equity Investor (DLCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.65-0.05 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.28%
5-year average return13.04%
Number of years up10
Number of years down3
Best 1-yr total return (17 June 2024)34.20%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return34.20%
Worst 3-yr total return5.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDLCEXCategory
YTD12.73%5.31%
1-month3.31%-4.19%
3-month2.59%3.90%
1-year28.84%20.31%
3-year6.55%6.48%
5-year13.54%11.78%
10-year10.45%10.96%
Last bull market29.61%25.56%
Last bear market-15.12%-15.11%

Annual total return (%) history

Year
DLCEXCategory
2024
N/AN/A
2023
19.18%22.32%
2022
-18.64%-16.96%
2021
27.18%26.07%
2020
12.07%15.83%
2019
34.20%28.78%
2018
-9.72%-6.27%
2017
27.10%20.44%
2016
6.04%10.37%
2015
-1.33%-1.07%
2014
14.31%10.96%
2013
31.71%31.50%
2012
14.45%14.96%
2011
0.23%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.30%N/AN/AN/A
20235.03%5.76%-4.95%12.87%
2022-7.58%-15.12%-6.31%10.71%
20218.25%8.11%-0.79%9.54%
2020-22.17%21.01%7.37%10.82%
201913.24%4.62%3.39%9.56%
2018-0.66%0.55%5.94%-14.68%
20177.61%3.70%6.00%7.45%
2016-0.99%1.15%1.62%4.20%
20152.93%-1.12%-7.68%5.01%
20143.41%5.32%-0.35%5.32%
201311.15%2.60%4.77%10.24%
201213.29%-3.20%5.47%-1.05%
20117.57%2.06%-17.13%10.17%
2010-9.09%15.17%10.19%N/A

Rank in category (by total return)

YTD16
1-month78
3-month70
1-year27
3-year75
5-year68

Load adjusted returns

1-year28.84%
3-year6.55%
5-year13.54%
10-year10.45%