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DF Dent Small Cap Growth Fund Investor Shares (DFDSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.19+0.69 (+2.71%)
As of 08:05AM EST. Market open.
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return11.35%
5-Year Average Return9.33%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)36.34%
Worst 1 Yr Total Return (Feb 3, 2019)-4.16%
Best 3-Yr Total Return36.34%
Worst 3-Yr Total Return4.91%

Trailing Returns (%) Vs. Benchmarks

ReturnDFDSXCategory
YTD9.59%6.93%
1-Month2.21%-1.81%
3-Month3.91%6.93%
1-Year34.00%95.97%
3-Year20.62%20.49%
5-Year15.47%20.46%
10-Year0.00%13.43%
Last Bull Market0.00%27.95%
Last Bear Market0.00%-24.11%

Annual Total Return (%) History

Year
DFDSXCategory
2021
N/AN/A
2020
34.68%38.62%
2019
36.34%27.68%
2018
-1.52%-5.76%
2017
15.58%21.50%
2016
16.45%11.20%
2015
-4.16%-2.41%
2014
3.46%2.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.13%N/AN/AN/A
2020-20.29%30.73%6.31%21.59%
201917.06%11.26%-3.39%8.36%
20183.28%7.98%8.77%-18.81%
20172.10%5.06%4.29%3.32%
2016-0.75%8.81%6.61%1.14%
20152.68%6.17%-11.21%-0.98%
2014-1.28%0.74%-4.05%8.42%

Rank In Category (By Total Return)

YTD80
1-Month47
3-Month16
1-Year94
3-Year41
5-Year56

Load Adjusted Returns

1-Year38.60%
3-Year20.25%
5-Year19.30%
10-YearN/A
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