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DF Dent Midcap Growth Fund (DFMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.69+0.02 (+0.06%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.33%
5-Year Average Return8.21%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 16, 2024)40.35%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return40.35%
Worst 3-Yr Total Return-1.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFMGXCategory
YTD-1.35%10.80%
1-Month-8.33%4.43%
3-Month-2.47%7.00%
1-Year11.38%48.17%
3-Year-3.32%21.26%
5-Year6.54%20.18%
10-Year9.86%14.07%
Last Bull Market29.68%27.14%
Last Bear Market-19.49%-21.26%

Annual Total Return (%) History

Year
DFMGXCategory
2024
N/AN/A
2023
22.97%N/A
2022
-30.51%N/A
2021
12.31%N/A
2020
30.57%39.26%
2019
40.35%32.52%
2018
-0.09%-6.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20238.62%6.03%-5.81%13.37%
2022-13.52%-19.49%-6.68%6.96%
2021-1.35%8.50%0.73%4.16%
2020-14.79%26.75%4.73%15.43%
201919.16%10.36%0.89%5.79%
20185.25%3.64%7.47%-14.77%

Rank In Category (By Total Return)

YTD84
1-Month93
3-Month95
1-Year81
3-Year62
5-Year79

Load Adjusted Returns

1-Year11.38%
3-Year-3.32%
5-Year6.54%
10-Year9.86%