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DF Dent Midcap Growth Investor (DFDMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.95-0.28 (-0.84%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return7.20%
Number of years up10
Number of years down2
Best 1-yr total return (24 Apr 2024)42.69%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return42.69%
Worst 3-yr total return-1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFDMXCategory
YTD7.61%10.80%
1-month1.39%4.43%
3-month7.61%7.00%
1-year21.78%48.17%
3-year1.52%21.26%
5-year9.63%20.18%
10-year10.44%14.07%
Last bull market32.78%27.14%
Last bear market-19.51%-21.26%

Annual total return (%) history

Year
DFDMXCategory
2024
N/AN/A
2023
22.91%N/A
2022
-30.52%N/A
2021
12.30%N/A
2020
30.42%39.26%
2019
40.14%32.52%
2018
-0.19%-6.65%
2017
31.22%23.91%
2016
4.24%6.03%
2015
0.79%-0.95%
2014
2.03%7.00%
2013
42.69%34.93%
2012
18.31%14.07%
2011
N/A-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20238.61%6.02%-5.80%13.32%
2022-13.52%-19.51%-6.67%6.95%
2021-1.35%8.51%0.71%4.17%
2020-14.83%26.74%4.68%15.42%
201919.13%10.29%0.89%5.72%
20185.25%3.59%7.43%-14.79%
20176.74%8.78%5.75%6.86%
2016-0.20%3.02%4.23%-2.72%
20152.09%4.09%-7.99%3.08%
2014-1.85%0.45%-3.10%6.80%
201310.64%3.42%14.22%9.18%
201210.61%-2.92%4.65%5.28%
201117.63%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month91
3-month72
1-year61
3-year59
5-year74

Load adjusted returns

1-year21.78%
3-year1.52%
5-year9.63%
10-year10.44%