Nasdaq - Delayed Quote USD

13D Activist C (DDDCX)

19.91 +0.09 (+0.45%)
At close: 6:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.70%
5y Average Return 6.27%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 35.36%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 35.36%
Worst 3Y Total Return 2.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DDDCX
Category
YTD
4.16%
17.04%
1-Month
3.69%
-0.01%
3-Month
4.16%
5.47%
1-Year
9.20%
50.44%
3-Year
-0.27%
13.15%
5-Year
7.40%
13.75%
10-Year
6.97%
11.35%
Last Bull Market
49.47%
25.95%
Last Bear Market
-13.44%
-22.55%

Annual Total Return (%) History

Year
DDDCX
Category
2024
--
--
2023
9.74%
--
2022
-18.30%
--
2021
18.36%
--
2020
17.79%
12.39%
2019
25.89%
26.21%
2018
-14.37%
-11.15%
2017
22.52%
15.93%

2016
18.41%
14.14%
2015
-11.77%
-4.75%
2014
14.32%
7.80%
2013
35.36%
34.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.16% -- -- --
2023 4.68% -0.55% -8.73% 15.51%
2022 -2.07% -13.44% -12.30% 9.91%
2021 11.44% 6.23% -2.10% 2.12%
2020 -30.37% 29.57% 2.32% 27.60%
2019 14.71% 0.89% -2.00% 11.01%
2018 -1.06% 4.48% -0.63% -16.64%
2017 5.77% 4.72% 0.20% 10.38%
2016 1.18% 3.25% 6.86% 6.07%
2015 5.10% -2.21% -12.53% -1.87%

2014 4.64% 6.41% -3.89% 6.82%
2013 15.45% 1.36% 9.84% 5.30%

Rank in Category (By Total Return)

YTD 98
1-Month 75
3-Month 98
1-Year 98
3-Year 99
5-Year 93

Load Adjusted Returns

1-Year 8.20%
3-Year -0.27%
5-Year 7.40%
10-Year 6.97%

Performance & Risk

YTD Return -0.70%
5y Average Return 6.27%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family 13D Activist Fund
Net Assets 170.43M
YTD Return 4.16%
Yield 0.00%
Morningstar Rating
Inception Date Dec 28, 2011

Fund Summary

The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds or takes a long position in a company's shares and either (A) has a history of activist investing and/or (B) has publicly disclosed a catalyst for change such as seeking board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.

Related Tickers

INPSX ProFunds Internet UltraSector Svc
27.48
+3.93%
 
INPIX ProFunds Internet UltraSector Inv
42.88
+3.93%
 
FGDMX Fidelity Advisor Communication ServicesA
94.07
+3.64%
 
FGHMX Fidelity Advisor Communication ServicesC
90.69
+3.63%
 
FGEMX Fidelity Advisor Communication ServicesM
93.03
+3.63%
 
FGJMX Fidelity Advisor Communication ServicesI
95.40
+3.63%
 
FBMPX Fidelity Select Communication Services
95.41
+3.63%
 
FGKMX Fidelity Advisor Communication ServicesZ
96.01
+3.63%
 
FSELX Fidelity Select Semiconductors
30.16
+3.46%
 
FELAX Fidelity Advisor Semiconductors A
75.81
+3.44%
 
FELTX Fidelity Advisor Semiconductors M
70.77
+3.43%
 
FELIX Fidelity Advisor Semiconductors I
82.00
+3.43%
 
FELCX Fidelity Advisor Semiconductors C
60.63
+3.43%
 
FIKGX Fidelity Advisor Semiconductors Z
82.17
+3.42%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
440.29
+3.24%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
440.15
+3.23%
 
RYCCX Rydex NASDAQ-100 2x Strategy Fund
317.89
+3.23%
 
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
70.90
+2.88%
 
FBGKX Fidelity Blue Chip Growth K
197.91
+2.87%
 
FBGRX Fidelity Blue Chip Growth
196.78
+2.86%
 
ACFNX American Century Focused Dynamic Gr R6
56.54
+2.80%
 
ACFDX American Century Focused Dynamic Gr A
52.98
+2.79%
 
ACFSX American Century Focused Dynamic Gr I
55.23
+2.79%
 
ACFOX American Century Focused Dynamic Gr Inv
54.27
+2.78%
 
ACFCX American Century Focused Dynamic Gr R
51.70
+2.78%
 
ACFGX American Century Focused Dynamic Gr G
58.01
+2.78%
 
LCGFX William Blair Large Cap Growth I
27.68
+2.59%
 
LCGJX William Blair Large Cap Growth R6
27.68
+2.59%
 
LCGNX William Blair Large Cap Growth N
25.76
+2.59%
 
BIPSX ProFunds Biotechnology UltraSector Svc
34.36
+2.54%
 
BIPIX ProFunds Biotechnology UltraSector Inv
54.58
+2.54%
 
CSGZX Columbia Seligman Global Tech Inst
72.01
+2.53%
 
SHTCX Columbia Seligman Global Tech C
42.09
+2.53%
 
CGTYX Columbia Seligman Global Tech Inst3
72.14
+2.53%
 
SHGTX Columbia Seligman Global Tech A
69.35
+2.53%
 
CCHRX Columbia Seligman Global Tech Adv
73.88
+2.53%
 
SGTTX Columbia Seligman Global Tech Inst2
72.73
+2.52%
 
SGTRX Columbia Seligman Global Tech R
64.66
+2.52%
 
FOCPX Fidelity OTC Portfolio
20.39
+2.51%
 
SCIOX Columbia Seligman Tech & Info Adv
113.19
+2.50%
 
CCOYX Columbia Seligman Tech & Info Inst3
138.18
+2.49%
 
SCMIX Columbia Seligman Tech & Info Inst2
139.84
+2.49%
 
CCIZX Columbia Seligman Tech & Info Inst
138.68
+2.49%
 
SCIRX Columbia Seligman Tech & Info R
107.53
+2.49%
 
SLMCX Columbia Seligman Tech & Info A
118.66
+2.49%
 
RYELX Rydex Electronics Fund
369.24
+2.48%
 
RYSIX Rydex Electronics Inv
406.02
+2.48%
 
SCICX Columbia Seligman Tech & Info C
52.42
+2.48%
 
RYSAX Rydex Electronics H
357.76
+2.48%
 
RYSCX Rydex Electronics C
312.55
+2.48%
 
FOCKX Fidelity OTC Portfolio
20.86
+2.46%
 
FTQGX Fidelity Focused Stock
36.57
+2.35%
 
FIKHX Fidelity Advisor Technology Z
117.72
+2.34%
 
FADTX Fidelity Advisor Technology A
104.25
+2.34%
 
FATEX Fidelity Advisor Technology M
94.73
+2.33%
 
FSPTX Fidelity Select Technology
31.16
+2.33%
 
FTHCX Fidelity Advisor Technology C
76.38
+2.33%
 
FATIX Fidelity Advisor Technology I
117.70
+2.33%
 
NEEGX Needham Growth Retail
66.91
+2.31%
 
NEEIX Needham Growth Institutional
69.76
+2.30%
 
CTYRX Columbia Global Technology Growth Adv
79.10
+2.22%
 
CTHCX Columbia Global Technology Growth C
63.03
+2.22%
 
CMTFX Columbia Global Technology Growth Inst
77.89
+2.22%
 
CGTUX Columbia Global Technology Growth Inst3
80.20
+2.22%
 
CTCAX Columbia Global Technology Growth A
73.75
+2.22%
 
CTHRX Columbia Global Technology Growth Inst2
79.83
+2.22%
 
ALAFX Alger Focus Equity A
59.45
+2.18%
 
ALGRX Alger Focus Equity I
59.94
+2.18%
 
ALZFX Alger Focus Equity Z
61.88
+2.18%
 
ALCFX Alger Focus Equity C
53.52
+2.18%
 
ALGYX Alger Focus Equity Y
62.10
+2.17%
 
FAGCX Fidelity Advisor Growth Opps I
159.58
+2.17%
 
FAGAX Fidelity Advisor Growth Opps A
143.74
+2.17%
 
FAGOX Fidelity Advisor Growth Opps M
141.06
+2.17%
 
FZAHX Fidelity Advisor Growth Opportunities Fund
161.91
+2.16%
 
FACGX Fidelity Advisor Growth Opps C
114.95
+2.16%
 
BTEKX BlackRock Technology Opportunities K
62.21
+2.13%
 
BSTSX BlackRock Technology Opportunities Svc
57.65
+2.13%
 
BGSRX BlackRock Technology Opportunities R
56.21
+2.13%
 
BGSAX BlackRock Technology Opportunities Inv A
56.24
+2.12%
 
BGSIX BlackRock Technology Opportunities Instl
62.04
+2.12%
 
BGSCX BlackRock Technology Opportunities Inv C
44.54
+2.11%
 
BIOPX Baron Opportunity Retail
38.66
+2.09%
 
BIOIX Baron Opportunity Instl
41.20
+2.08%
 
NESGX Needham Small Cap Growth Retail
15.76
+2.07%
 
NESIX Needham Small Cap Growth Institutional
16.75
+2.07%
 
BIOUX Baron Opportunity R6
41.24
+2.05%
 
AULNX American Century Ultra G
89.59
+2.04%
 
AULGX American Century Ultra R5
85.92
+2.03%
 
FNCMX Fidelity Nasdaq Composite Index Fund
202.13
+2.03%
 
TWCCX American Century Ultra C
55.43
+2.02%
 
TWUAX American Century Ultra A
74.63
+2.02%
 
AULDX American Century Ultra R6
86.75
+2.02%
 
AULRX American Century Ultra R
70.63
+2.02%
 
TWUIX American Century Ultra I
85.84
+2.02%
 
AULYX American Century Ultra Y
86.87
+2.02%
 
TWCUX American Century Ultra Inv
80.81
+2.02%
 
LGLFX Lord Abbett Growth Leaders F
38.44
+1.99%
 
LGLAX Lord Abbett Growth Leaders A
36.95
+1.99%
 
LGLQX Lord Abbett Growth Leaders R2
35.44
+1.99%