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Money
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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.17%
5-year average return
6.45%
Number of years up
4
Number of years down
2
Best 1-yr total return (17 Jun 2024)
40.35%
Worst 1-yr total return (17 Jun 2024)
N/A
Best 3-yr total return
40.35%
Worst 3-yr total return
-1.36%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
DFMGX
Category
YTD
0.72%
10.80%
1-month
2.10%
4.43%
3-month
-5.10%
7.00%
1-year
15.09%
48.17%
3-year
-2.26%
21.26%
5-year
7.58%
20.18%
10-year
10.16%
14.07%
Last bull market
29.68%
27.14%
Last bear market
-19.49%
-21.26%
Annual total return (%) history
Year
DFMGX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
7.61%
N/A
N/A
N/A
2023
8.62%
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%
2019
19.16%
10.36%
0.89%
5.79%
2018
5.25%
3.64%
7.47%
-14.77%
Rank in category (by total return)
YTD
82
1-month
51
3-month
92
1-year
80
3-year
67
5-year
82
Load adjusted returns
1-year
15.09%
3-year
-2.26%
5-year
7.58%
10-year
10.16%
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