Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DASCX (DEAN SMALL CAP VALUE FUND DEAN SMALL CAP VALUE FUND) | 14.67% | 29.35% | 9.62% | 6.19% | 8.12% | 8.75% | 7.00% | … | … |
Data as of 06/03/2026, Common starting date is 08/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DASCX (DEAN SMALL CAP VALUE FUND DEAN SMALL CAP VALUE FUND) | 08/05/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 29.35 | 9.62 | 6.19 | 8.12 | 8.75 | 7.00 | … | … | 14.67 | 5.00 | 3.70 | 2.76 | 1.75 | 31.48 | -1.73 | 20.99 | -13.07 | 3.72 | 30.39 | -6.37 | 5.85 | 36.77 | 16.87 | -3.47 | 22.44 | 44.21 | -32.65 | -17.20 | 11.29 | 5.60 | 9.29 | 37.49 | -13.75 | 19.47 | 16.19 | -12.38 | -5.02 | 8.99 |
| Sharpe Ratio | NA | 1.47 | 0.35 | 0.22 | 0.31 | NA | NA | … | … | 2.05 | 0.10 | 0.00 | -0.06 | 0.02 | 1.96 | -0.04 | 1.30 | -1.05 | 0.29 | 1.73 | -0.43 | 0.46 | 2.93 | 1.00 | -0.11 | 1.05 | 1.11 | -0.71 | -1.11 | 0.50 | 0.22 | 0.45 | 2.10 | -0.62 | 1.02 | 0.49 | -1.24 | -0.59 | 1.93 |
| Standard Deviation(%) | NA | 18.75 | 18.34 | 17.30 | 20.94 | NA | NA | … | … | 18.21 | 21.88 | 16.64 | 14.51 | 16.88 | 16.06 | 45.27 | 15.06 | 13.83 | 10.75 | 17.41 | 15.06 | 12.67 | 12.55 | 16.94 | 32.74 | 21.30 | 39.61 | 47.11 | 18.38 | 15.76 | 14.99 | 18.41 | 17.48 | 24.18 | 16.97 | 24.36 | 12.70 | 14.38 | 10.22 |
| Draw Down(%) | NA | 13.11 | 24.79 | 24.79 | 46.28 | NA | NA | … | … | 13.11 | 19.95 | 8.27 | 16.13 | 12.82 | 6.75 | 46.28 | 12.11 | 21.04 | 8.23 | 10.26 | 13.05 | 7.53 | 4.62 | 13.52 | 30.31 | 17.21 | 40.51 | 52.51 | 24.76 | 13.42 | 10.45 | 13.17 | 17.59 | 38.82 | 20.08 | 16.07 | 20.81 | 31.94 | 5.44 |
| Yield(%) | 0.00 | 2.20 | 2.63 | 2.05 | 4.33 | 5.54 | 4.56 | … | … | 0.00 | 2.07 | 3.81 | 1.76 | 1.28 | 1.28 | 1.56 | 4.65 | 2.71 | 15.97 | 5.06 | 5.83 | 8.42 | 4.37 | 0.39 | 0.08 | 1.25 | 1.31 | 1.26 | 21.91 | 5.15 | 5.94 | 8.51 | 0.00 | 0.41 | 0.00 | 0.44 | 1.10 | 6.45 | 4.44 |
Data as of 06/03/2026, Common starting date is 08/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DASCX (DEAN SMALL CAP VALUE FUND DEAN SMALL CAP VALUE FUND) |
-24.42%
Feb 2006 – Feb 2009 |
-12.40%
Feb 2004 – Feb 2009 |
-1.66%
Feb 1999 – Feb 2009 |
3.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DASCX (DEAN SMALL CAP VALUE FUND DEAN SMALL CAP VALUE FUND) |
35.98%
Feb 2009 – Feb 2012 |
29.24%
Feb 2009 – Feb 2014 |
17.29%
Feb 2009 – Feb 2019 |
13.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart