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Driehaus Small Cap Growth Investor (DVSMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.85
+0.36
(+1.68%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
20.25%
5-year average return
15.94%
Number of years up
5
Number of years down
1
Best 1-yr total return (23 May 2024)
63.77%
Worst 1-yr total return (23 May 2024)
N/A
Best 3-yr total return
63.77%
Worst 3-yr total return
-1.73%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
DVSMX
Category
YTD
11.01%
12.40%
1-month
-6.49%
3.37%
3-month
7.00%
4.88%
1-year
27.04%
55.69%
3-year
-2.21%
19.34%
5-year
13.83%
20.72%
10-year
0.00%
13.98%
Last bull market
41.26%
27.85%
Last bear market
-21.41%
-24.06%
Annual total return (%) history
Year
DVSMX
Category
2024
N/A
N/A
2023
18.92%
N/A
2022
-34.11%
N/A
2021
21.12%
N/A
2020
63.77%
38.62%
2019
40.25%
27.68%
2018
3.33%
-5.76%
2017
N/A
21.50%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
18.71%
N/A
N/A
N/A
2023
3.98%
9.34%
-4.19%
9.17%
2022
-19.40%
-21.41%
2.92%
1.06%
2021
9.10%
5.01%
0.52%
5.18%
2020
-23.29%
43.51%
13.89%
30.62%
2019
23.41%
8.62%
-7.04%
12.54%
2018
6.11%
13.63%
12.21%
-23.62%
2017
7.73%
N/A
N/A
N/A
Rank in category (by total return)
YTD
3
1-month
51
3-month
9
1-year
3
3-year
26
5-year
4
Load adjusted returns
1-year
27.04%
3-year
-2.21%
5-year
13.83%
10-year
N/A
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