DFDMX - DF Dent Midcap Growth Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.51%
5-Year Average Return9.64%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jan 30, 2019)42.69%
Worst 1 Yr Total Return (Jan 30, 2019)-0.19%
Best 3-Yr Total Return42.69%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

ReturnDFDMXCategory
YTD9.51%10.69%
1-Month9.51%10.69%
3-Month2.65%1.63%
1-Year3.18%-1.87%
3-Year17.24%14.20%
5-Year9.64%8.30%
10-Year0.00%14.99%
Last Bull Market30.11%26.87%
Last Bear Market-15.25%-21.59%

Annual Total Return (%) History

Year
DFDMXCategory
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
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)

YTD72
1-Month72
3-Month36
1-Year13
3-Year17
5-Year28

Load Adjusted Returns

1-Year3.18%
3-Year17.24%
5-Year9.64%
10-YearN/A