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Money
How to protect your finances during divorce
However you do it divorce will leave you poorer, and you will need to watch your finances carefully
DF Dent Small Cap Growth Institutional (DFSGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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23.06
-0.15
(-0.65%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.36%
5-year average return
8.58%
Number of years up
4
Number of years down
2
Best 1-yr total return (21 May 2024)
36.54%
Worst 1-yr total return (21 May 2024)
N/A
Best 3-yr total return
36.54%
Worst 3-yr total return
-0.70%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
DFSGX
Category
YTD
-1.08%
12.40%
1-month
-8.69%
3.37%
3-month
-1.30%
4.88%
1-year
11.69%
55.69%
3-year
-2.81%
19.34%
5-year
7.26%
20.72%
10-year
9.58%
13.98%
Last bull market
30.72%
27.85%
Last bear market
-16.92%
-24.06%
Annual total return (%) history
Year
DFSGX
Category
2024
N/A
N/A
2023
22.38%
N/A
2022
-30.26%
N/A
2021
14.71%
N/A
2020
34.78%
38.62%
2019
36.54%
27.68%
2018
-1.45%
-5.76%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.34%
N/A
N/A
N/A
2023
8.67%
5.35%
-3.16%
10.39%
2022
-15.88%
-16.92%
-4.21%
4.17%
2021
0.17%
7.10%
1.00%
5.86%
2020
-20.31%
30.73%
6.35%
21.63%
2019
17.12%
11.31%
-3.39%
8.41%
2018
3.35%
7.91%
8.89%
-18.85%
Rank in category (by total return)
YTD
68
1-month
94
3-month
92
1-year
49
3-year
32
5-year
37
Load adjusted returns
1-year
11.69%
3-year
-2.81%
5-year
7.26%
10-year
9.58%
Data disclaimer
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