DFDMX - DF Dent Midcap Growth Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return17.13%
5-Year Average Return12.46%
Number of Years Up6
Number of Years DownN/A
Best 1 Yr Total Return (Sep 29, 2018)42.69%
Worst 1 Yr Total Return (Sep 29, 2018)0.79%
Best 3-Yr Total Return42.69%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

ReturnDFDMXCategory
YTD17.13%13.42%
1-Month-1.00%-0.67%
3-Month7.43%6.48%
1-Year25.16%20.31%
3-Year18.20%15.81%
5-Year12.46%11.68%
10-Year0.00%11.97%
Last Bull Market30.11%26.93%
Last Bear Market-15.25%-21.58%

Annual Total Return (%) History

Year
DFDMXCategory
2018
N/AN/A
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
20185.25%3.59%7.43%N/A
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)

YTD27
1-Month67
3-Month37
1-Year23
3-Year22
5-Year37

Load Adjusted Returns

1-Year25.16%
3-Year18.20%
5-Year12.46%
10-YearN/A