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Dean Mid Cap Value (DALCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.70+0.01 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.29%
5-year average return8.56%
Number of years up17
Number of years down9
Best 1-yr total return (4 Jul 2024)33.38%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return33.38%
Worst 3-yr total return3.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDALCXCategory
YTD5.69%21.28%
1-month-1.43%-1.96%
3-month-2.66%4.90%
1-year10.92%55.83%
3-year7.50%11.08%
5-year9.13%11.93%
10-year8.36%10.64%
Last bull market21.71%25.54%
Last bear market-8.87%-22.08%

Annual total return (%) history

Year
DALCXCategory
2024
N/AN/A
2023
12.80%N/A
2022
-4.69%N/A
2021
28.28%N/A
2020
-2.05%2.63%
2019
26.88%25.18%
2018
-11.08%-12.86%
2017
15.12%13.22%
2016
20.65%18.06%
2015
-3.42%-5.41%
2014
8.79%9.31%
2013
33.38%35.14%
2012
15.41%16.60%
2011
-4.39%-3.96%
2010
7.49%21.92%
2009
25.45%35.41%
2008
-35.14%-36.77%
2007
-3.67%0.83%
2006
14.36%15.87%
2005
4.49%8.82%
2004
14.32%17.85%
2003
32.03%33.85%
2002
-36.98%-13.25%
2001
10.78%6.67%
2000
8.16%18.45%
1999
-2.43%8.50%
1998
1.40%1.94%
1997
N/A25.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.58%-2.66%N/AN/A
20232.09%5.29%-4.39%9.76%
2022-2.22%-8.87%-3.23%10.52%
202112.79%4.03%-0.72%10.13%
2020-30.84%14.73%4.40%18.25%
201912.54%3.98%2.62%5.65%
2018-2.93%-0.25%6.76%-13.98%
20173.67%1.16%3.13%6.43%
20166.32%3.90%3.40%5.63%
20150.51%-0.76%-6.24%3.27%
20141.72%3.58%-3.58%7.10%
201312.63%1.54%6.56%9.45%
201213.31%-7.12%6.37%3.09%
20114.89%-0.86%-21.09%16.52%
20104.99%-13.04%7.21%9.82%
2009-16.62%21.20%16.45%6.60%
2008-10.58%-5.26%-1.59%-22.21%
20070.16%5.27%-1.97%-6.80%
20064.30%0.35%3.85%5.22%
2005-2.68%0.79%3.90%2.53%
20043.39%3.17%-0.31%7.50%
2003-7.65%24.84%1.75%12.55%
2002-5.37%-21.95%-24.91%13.64%
20014.72%10.36%-18.70%17.90%
20003.89%-4.23%6.38%2.19%
1999-2.89%9.95%-13.24%5.32%
199811.24%-2.88%-15.90%11.60%
199710.17%-0.74%N/AN/A

Rank in category (by total return)

YTD28
1-month25
3-month23
1-year59
3-year16
5-year52

Load adjusted returns

1-year10.92%
3-year7.50%
5-year9.13%
10-year8.36%