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How I founded Britain's most respected removals firm
'Doing removals defines you for the rest of your working life'
DF Dent Small Cap Growth Institutional (DFSGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.22
-0.23
(-1.02%)
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
-0.40%
5-year average return
7.22%
Number of years up
4
Number of years down
2
Best 1-yr total return (13 Jun 2024)
36.54%
Worst 1-yr total return (13 Jun 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
1.43%
12.40%
1-month
2.54%
3.37%
3-month
-4.88%
4.88%
1-year
18.48%
55.69%
3-year
-1.40%
19.34%
5-year
8.47%
20.72%
10-year
9.91%
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
81
1-month
90
3-month
94
1-year
47
3-year
40
5-year
54
Load adjusted returns
1-year
18.48%
3-year
-1.40%
5-year
8.47%
10-year
9.91%
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