Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 6.53% | 16.38% | 16.77% | 6.05% | 9.66% | 8.02% | 7.18% | … | … |
Data as of 06/04/2026, Common starting date is 12/12/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 12/12/1988 | 06/04/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 16.38 | 16.77 | 6.05 | 9.66 | 8.02 | 7.18 | … | … | 6.53 | 33.22 | 0.20 | 16.93 | -20.12 | 15.51 | 15.06 | 25.90 | -19.67 | 35.11 | 5.89 | 11.46 | -7.78 | 39.34 | 21.92 | -23.52 | 17.00 | 44.41 | -47.98 | 9.39 | 45.88 | 18.33 | 34.73 | 58.45 | 3.86 | -11.20 | 4.28 | -2.67 | 19.55 | 11.70 | 14.32 | 0.02 | 11.00 | 25.32 | -19.82 | -8.92 | -6.25 | 42.28 | 0.42 |
| Sharpe Ratio | NA | 1.14 | 0.94 | 0.23 | 0.47 | NA | NA | … | … | 1.08 | 1.99 | -0.25 | 0.83 | -0.82 | 1.12 | 0.51 | 2.01 | -1.42 | 3.53 | 0.32 | 0.76 | -0.59 | 2.95 | 1.13 | -0.77 | 0.72 | 1.55 | -1.37 | 0.38 | 2.86 | 1.60 | 2.78 | 6.28 | 0.22 | -0.94 | 0.00 | -0.68 | 1.19 | 0.76 | 1.76 | -0.42 | 0.83 | 2.24 | -1.68 | -0.73 | -0.84 | 3.09 | 0.21 |
| Standard Deviation(%) | NA | 14.35 | 15.09 | 17.91 | 17.91 | NA | NA | … | … | 17.63 | 15.57 | 13.48 | 16.06 | 26.33 | 13.85 | 29.01 | 12.16 | 14.90 | 9.80 | 17.78 | 14.96 | 13.21 | 13.33 | 19.58 | 30.49 | 23.55 | 28.68 | 35.63 | 16.40 | 14.92 | 10.06 | 12.15 | 9.19 | 12.34 | 14.75 | 12.56 | 8.93 | 13.55 | 10.52 | 6.01 | 9.50 | 9.53 | 10.28 | 13.19 | 17.41 | 14.01 | 11.77 | 10.80 |
| Draw Down(%) | NA | 11.82 | 15.96 | 38.80 | 43.16 | NA | NA | … | … | 11.82 | 13.47 | 11.08 | 15.96 | 35.89 | 10.06 | 39.58 | 9.19 | 28.37 | 4.03 | 13.08 | 11.37 | 22.08 | 7.23 | 19.00 | 37.10 | 21.62 | 26.17 | 58.46 | 14.68 | 18.61 | 7.73 | 9.37 | 8.82 | 23.25 | 24.51 | 12.57 | 11.17 | 22.17 | 8.02 | 3.36 | 12.19 | 9.47 | 7.91 | 21.68 | 19.08 | 23.03 | 5.82 | 1.66 |
| Yield(%) | 0.00 | 3.19 | 4.00 | 2.67 | 3.75 | 3.53 | 3.68 | … | … | 0.00 | 4.04 | 4.78 | 3.19 | 1.90 | 2.14 | 1.74 | 2.76 | 4.71 | 2.92 | 2.14 | 2.15 | 2.10 | 2.32 | 2.97 | 2.32 | 2.19 | 3.00 | 2.18 | 6.06 | 5.57 | 12.73 | 7.03 | 26.12 | 7.25 | 11.17 | 13.96 | 14.54 | 14.29 | 9.42 | 8.47 | 7.22 | 1.51 | 1.99 | 2.29 | 1.67 | 1.62 | 1.67 | 0.74 |
Data as of 06/04/2026, Common starting date is 12/12/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
-15.85%
Feb 2006 – Feb 2009 |
-9.46%
May 2007 – May 2012 |
2.22%
Jul 1990 – Jul 2000 |
2.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
46.90%
Mar 2003 – Mar 2006 |
36.71%
Oct 2002 – Oct 2007 |
17.93%
Apr 1997 – Apr 2007 |
15.17%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart