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DF Dent Midcap Growth Institutional (DFMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.64+0.03 (+0.09%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.17%
5-year average return6.45%
Number of years up4
Number of years down2
Best 1-yr total return (17 Jun 2024)40.35%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return40.35%
Worst 3-yr total return-1.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFMGXCategory
YTD0.72%10.80%
1-month2.10%4.43%
3-month-5.10%7.00%
1-year15.09%48.17%
3-year-2.26%21.26%
5-year7.58%20.18%
10-year10.16%14.07%
Last bull market29.68%27.14%
Last bear market-19.49%-21.26%

Annual total return (%) history

Year
DFMGXCategory
2024
N/AN/A
2023
22.97%N/A
2022
-30.51%N/A
2021
12.31%N/A
2020
30.57%39.26%
2019
40.35%32.52%
2018
-0.09%-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20238.62%6.03%-5.81%13.37%
2022-13.52%-19.49%-6.68%6.96%
2021-1.35%8.50%0.73%4.16%
2020-14.79%26.75%4.73%15.43%
201919.16%10.36%0.89%5.79%
20185.25%3.64%7.47%-14.77%

Rank in category (by total return)

YTD82
1-month51
3-month92
1-year80
3-year67
5-year82

Load adjusted returns

1-year15.09%
3-year-2.26%
5-year7.58%
10-year10.16%