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FTSE 100
8,237.72
-34.74
(-0.42%)
FTSE 250
20,442.35
-56.35
(-0.27%)
AIM
772.57
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GBP/USD
1.2650
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Bitcoin GBP
50,636.59
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Wilshire Small Company Growth Invmt (DTSGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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15.94
+0.05
(+0.31%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
23
Number of years down
8
Best 1-yr total return (20 Jun 2024)
41.25%
Worst 1-yr total return (20 Jun 2024)
N/A
Risk statistics
3 years
DTSGX
Category average
5 years
DTSGX
Category average
10 years
DTSGX
Category average
Alpha
-14.18
-0.02
-9.68
0.01
-5.24
-0.02
BETA
1.08
0.01
1.12
0.01
1.12
0.01
Mean annual return
-0.24
0.02
0.7
0.02
0.78
0.01
R-squared
76.98
0.78
79.07
0.73
76.55
0.73
Standard deviation
21.86
0.26
22.92
0.21
19.56
0.19
Sharpe ratio
-0.28
0.01
0.27
0.01
0.4
0.01
Treynor ratio
-7.77
0.15
3.3
0.17
5.45
0.11
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