DFDMX - DF Dent Midcap Growth Fund Investor Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return11.39%
5-Year Average Return10.46%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)42.69%
Worst 1 Yr Total Return (Feb 3, 2019)-0.19%
Best 3-Yr Total Return42.69%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

ReturnDFDMXCategory
YTD22.84%16.76%
1-Month-2.78%-5.27%
3-Month5.23%-0.36%
1-Year13.58%3.17%
3-Year17.54%12.76%
5-Year12.77%9.11%
10-Year0.00%13.78%
Last Bull Market30.11%26.90%
Last Bear Market-15.25%-21.58%

Annual Total Return (%) History

Year
DFDMXCategory
2019
N/AN/A
2018
-0.19%-6.65%
2017
31.22%23.91%
2016
4.24%6.03%
2015
0.79%-0.95%
2014
2.03%7.00%
2013
42.69%34.93%
2012
18.31%14.07%
2011
N/A-3.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201919.13%N/AN/AN/A
20185.25%3.59%7.43%-14.79%
20176.74%8.78%5.75%6.86%
2016-0.20%3.02%4.23%-2.72%
20152.09%4.09%-7.99%3.08%
2014-1.85%0.45%-3.10%6.80%
201310.64%3.42%14.22%9.18%
201210.61%-2.92%4.65%5.28%
201117.63%N/AN/AN/A

Rank In Category (By Total Return)

YTD9
1-Month11
3-Month3
1-Year6
3-Year11
5-Year8

Load Adjusted Returns

1-Year13.58%
3-Year17.54%
5-Year12.77%
10-YearN/A