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DFCSX: CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 29.79 0.03(0.10%) April 18
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (78%) |
Start Date: | 12/12/1988 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 2.88% |
Expenses | 0.39% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/27/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | -1.2 | 3.2 | -0.9 | 6.3 | 5.9 | 10.1 | 8.5 | 9.1 | 16.9 | -20.1 | 17.9 | 15.1 | 25.9 | -19.7 | 35.1 | 5.9 | 11.5 | -7.8 | 39.3 | 21.9 | -23.5 | 17.0 | 44.4 | -48.0 | 9.4 | 45.9 | 18.3 | 34.7 | 58.4 | 3.9 | -11.2 | 4.3 | -2.7 | 19.6 | 11.7 | 14.3 | 0.0 | 11.0 | 25.3 | -19.8 | -8.9 | -6.3 | 42.3 | 0.4 |
Sharpe Ratio | NA | -0.43 | 0.16 | -0.11 | 0.24 | 0.26 | NA | NA | 0.37 | 0.8 | -0.82 | 1.29 | 0.46 | 2.01 | -1.41 | 3.53 | 0.32 | 0.76 | -0.59 | 2.95 | 1.13 | -0.77 | 0.72 | 1.55 | -1.37 | 0.39 | 2.87 | 1.61 | 2.78 | 6.28 | 0.22 | -0.93 | 0.02 | -0.66 | 1.2 | 0.77 | 1.79 | -0.4 | 0.84 | 2.25 | -1.67 | -0.72 | -0.82 | 3.11 | 0.25 |
Draw Down(%) | NA | 4.5 | 16.0 | 37.5 | 39.6 | 43.2 | NA | NA | 65.5 | 16.0 | 35.9 | 8.2 | 39.6 | 9.2 | 28.4 | 4.0 | 13.1 | 11.4 | 22.1 | 7.2 | 19.0 | 37.1 | 21.6 | 26.2 | 58.5 | 14.7 | 18.6 | 7.7 | 9.4 | 8.8 | 23.3 | 24.5 | 12.6 | 11.2 | 22.2 | 8.0 | 3.4 | 12.2 | 9.5 | 7.9 | 21.7 | 19.1 | 23.0 | 5.8 | 1.7 |
Standard Deviation(%) | NA | 12.8 | 14.2 | 19.4 | 21.4 | 18.2 | NA | NA | 17.2 | 16.1 | 26.3 | 13.9 | 31.8 | 12.2 | 14.9 | 9.8 | 17.8 | 15.0 | 13.2 | 13.3 | 19.6 | 30.5 | 23.6 | 28.7 | 35.6 | 16.4 | 14.9 | 10.1 | 12.2 | 9.2 | 12.3 | 14.7 | 12.6 | 8.9 | 13.6 | 10.5 | 6.0 | 9.5 | 9.5 | 10.3 | 13.2 | 17.4 | 14.0 | 11.8 | 10.8 |
Treynor Ratio | NA | -0.05 | 0.02 | -0.02 | 0.05 | 0.05 | NA | NA | 0.09 | 0.12 | -0.21 | 0.19 | 0.16 | 0.25 | -0.21 | 0.34 | 0.07 | 0.14 | -0.09 | 0.43 | 0.23 | -0.25 | 0.19 | 0.54 | -0.67 | 0.08 | 0.5 | 0.25 | 0.5 | 2.34 | 0.13 | -0.36 | 0.0 | -0.22 | 0.35 | 0.16 | 0.22 | -0.06 | 0.17 | 0.36 | -0.49 | -0.17 | -0.19 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | -0.02 | 0.01 | 0.03 | 0.01 | -0.02 | 0.02 | 0.02 | 0.05 | -0.01 | 0.05 | 0.01 | -0.06 | 0.04 | 0.05 | -0.09 | -0.01 | 0.05 | 0.04 | 0.07 | 0.15 | 0.03 | -0.02 | 0.02 | -0.04 | 0.02 | -0.01 | 0.01 | -0.05 | 0.03 | 0.02 | -0.08 | -0.07 | -0.03 | NA | NA |
Beta | NA | 1.05 | 1.04 | 1.01 | 0.97 | 0.94 | NA | NA | 0.73 | 1.06 | 1.01 | 0.95 | 0.93 | 0.97 | 1.0 | 1.03 | 0.81 | 0.8 | 0.91 | 0.91 | 0.96 | 0.94 | 0.9 | 0.83 | 0.73 | 0.76 | 0.85 | 0.64 | 0.68 | 0.25 | 0.21 | 0.38 | 0.48 | 0.27 | 0.46 | 0.51 | 0.49 | 0.61 | 0.47 | 0.64 | 0.45 | 0.73 | 0.6 | NA | NA |
RSquared | NA | 0.89 | 0.89 | 0.92 | 0.93 | 0.9 | NA | NA | 0.7 | 0.9 | 0.94 | 0.84 | 0.95 | 0.85 | 0.9 | 0.86 | 0.87 | 0.83 | 0.8 | 0.88 | 0.91 | 0.95 | 0.93 | 0.91 | 0.85 | 0.76 | 0.67 | 0.46 | 0.55 | 0.22 | 0.21 | 0.34 | 0.52 | 0.2 | 0.54 | 0.47 | 0.42 | 0.38 | 0.31 | 0.51 | 0.23 | 0.61 | 0.08 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/1993
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