UK markets closed

DGHM MicroCap Value Investor (DGMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.050.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return7.89%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (3 Feb 2019)22.77%
Worst 1-yr total return (3 Feb 2019)-13.51%
Best 3-yr total return22.77%
Worst 3-yr total return-0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGMMXCategory
YTD22.86%20.19%
1-month-0.09%0.02%
3-month15.92%4.36%
1-year70.51%60.18%
3-year6.69%11.32%
5-year0.00%13.88%
10-year0.00%11.19%
Last bull market30.50%27.98%
Last bear market-20.45%-24.08%

Annual total return (%) history

Year
DGMMXCategory
2021
N/AN/A
2020
-7.51%10.99%
2019
22.77%23.75%
2018
-13.51%-12.72%
2017
15.02%12.28%
2016
N/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202122.27%N/AN/AN/A
2020-33.60%12.83%-0.53%24.10%
20197.60%4.83%2.82%5.85%
2018-2.80%12.69%-2.34%-19.14%
20172.23%4.28%8.13%-0.21%
201612.53%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month7
3-month6
1-year91
3-year93
5-yearN/A

Load adjusted returns

1-year70.30%
3-year7.30%
5-yearN/A
10-yearN/A