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Destinations Small-Mid Cap Equity I (DSMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.35+0.10 (+0.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.24%
5-year average return10.57%
Number of years up4
Number of years down2
Best 1-yr total return (25 June 2024)30.78%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return30.78%
Worst 3-yr total return4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSMFXCategory
YTD7.39%17.04%
1-month4.73%-0.01%
3-month2.66%5.47%
1-year22.35%50.44%
3-year1.06%13.15%
5-year12.02%13.75%
10-year0.00%11.35%
Last bull market28.02%25.95%
Last bear market-15.98%-22.55%

Annual total return (%) history

Year
DSMFXCategory
2024
N/AN/A
2023
11.62%N/A
2022
-19.83%N/A
2021
27.30%N/A
2020
23.62%12.39%
2019
30.78%26.21%
2018
-7.57%-11.15%
2017
N/A15.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.82%N/AN/AN/A
20230.53%5.28%-4.85%10.83%
2022-10.88%-15.98%-0.27%7.36%
202113.26%6.39%-2.08%7.89%
2020-31.04%29.81%7.69%28.24%
201915.43%4.28%-1.54%10.34%
2018-0.36%7.48%4.87%-17.70%
20172.85%2.97%4.40%N/A

Rank in category (by total return)

YTD38
1-month13
3-month42
1-year63
3-year82
5-year29

Load adjusted returns

1-year22.35%
3-year1.06%
5-year12.02%
10-yearN/A