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Disciplined Growth Investors (DGIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.56+0.08 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.82%
5-year average return13.53%
Number of years up9
Number of years down3
Best 1-yr total return (6 May 2024)33.01%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return33.01%
Worst 3-yr total return3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGIFXCategory
YTD16.65%11.35%
1-month-5.28%0.99%
3-month7.41%5.92%
1-year44.95%32.83%
3-year9.11%11.75%
5-year12.70%11.53%
10-year11.27%8.98%
Last bull market42.47%17.67%
Last bear market-14.95%-15.71%

Annual total return (%) history

Year
DGIFXCategory
2024
N/AN/A
2023
33.01%N/A
2022
-18.21%N/A
2021
9.74%N/A
2020
24.01%13.51%
2019
23.96%21.35%
2018
-2.36%-7.93%
2017
14.89%15.80%
2016
13.12%7.93%
2015
-4.62%-2.77%
2014
11.39%5.71%
2013
23.37%21.31%
2012
15.54%13.42%
2011
N/A-3.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202423.15%N/AN/AN/A
20239.19%15.12%-3.16%9.27%
2022-7.56%-14.95%-3.01%7.26%
20216.08%1.99%-0.10%1.53%
2020-19.25%21.96%3.93%21.16%
201915.02%0.17%-0.23%7.85%
20181.51%4.46%5.49%-12.71%
20172.81%3.05%2.10%6.21%
20162.43%1.35%7.62%1.24%
20151.46%-2.37%-4.42%0.75%
20140.77%1.81%0.57%7.96%
20135.49%1.68%6.86%7.63%
201212.64%-4.24%6.90%0.20%
201111.36%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month100
3-month3
1-year1
3-year3
5-year1

Load adjusted returns

1-year44.95%
3-year9.11%
5-year12.70%
10-year11.27%