Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGIFX (THE DISCIPLINED GROWTH INVESTORS FUND THE DISCIPLINED GROWTH INVESTORS FUND) | 1.13% | -0.40% | 8.88% | 3.15% | 6.09% | NA | NA | 9.13% |
Data as of 07/22/2025, AR inception is 08/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGIFX (THE DISCIPLINED GROWTH INVESTORS FUND THE DISCIPLINED GROWTH INVESTORS FUND) | 08/12/2011 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | -0.40 | 8.88 | 3.15 | 6.09 | NA | NA | 9.13 | 1.13 | 1.32 | 30.40 | -19.46 | -1.25 | 13.17 | 23.97 | -2.36 | 14.90 | 12.99 | -4.62 | 11.39 | 23.36 | 15.55 | 8.87 |
| Sharpe Ratio | NA | -0.15 | 0.35 | 0.07 | 0.26 | NA | NA | 0.45 | -0.01 | -0.22 | 1.57 | -0.95 | -0.07 | 0.46 | 1.94 | -0.27 | 1.93 | 1.07 | -0.43 | 1.13 | 2.44 | 1.35 | 1.12 |
| Standard Deviation(%) | NA | 18.87 | 20.96 | 20.21 | 18.06 | NA | NA | 16.56 | 21.29 | 23.54 | 16.76 | 21.91 | 17.61 | 28.26 | 11.60 | 13.78 | 7.44 | 11.98 | 10.83 | 10.03 | 9.55 | 11.54 | 21.99 |
| Draw Down(%) | NA | 20.10 | 31.71 | 33.74 | 33.74 | NA | NA | 33.74 | 19.96 | 23.99 | 14.45 | 24.15 | 15.83 | 29.28 | 7.60 | 16.44 | 3.37 | 8.52 | 10.20 | 6.15 | 5.27 | 8.35 | 8.49 |
| Yield(%) | 0.00 | 0.80 | 1.04 | 0.73 | 2.20 | 2.79 | 2.09 | 3.22 | 0.30 | 1.11 | 0.99 | 0.62 | 0.26 | 0.67 | 4.24 | 3.50 | 4.70 | 0.89 | 2.59 | 1.20 | 0.84 | 1.53 | 0.26 |
Data as of 07/22/2025, AR inception is 08/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIFX (THE DISCIPLINED GROWTH INVESTORS FUND THE DISCIPLINED GROWTH INVESTORS FUND) |
-3.45%
Dec 2019 - Dec 2022 |
1.73%
Dec 2017 - Dec 2022 |
4.82%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIFX (THE DISCIPLINED GROWTH INVESTORS FUND THE DISCIPLINED GROWTH INVESTORS FUND) |
17.87%
Sep 2011 - Sep 2014 |
14.13%
Feb 2016 - Feb 2021 |
12.48%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart