Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSCPX (DAVENPORT SMALL CAP FOCUS FUND DAVENPORT SMALL CAP FOCUS FUND) | 3.82% | 5.32% | 4.18% | 2.44% | 9.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSCPX (DAVENPORT SMALL CAP FOCUS FUND DAVENPORT SMALL CAP FOCUS FUND) | 01/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 5.32 | 4.18 | 2.44 | 9.83 | NA | NA | … | … | 3.82 | -6.48 | 3.29 | 22.31 | -15.48 | 20.26 | 25.81 | 40.88 | -14.63 | 19.88 | 26.21 | -7.23 |
| Sharpe Ratio | NA | 0.26 | 0.11 | 0.01 | 0.42 | NA | NA | … | … | 0.56 | -0.43 | -0.02 | 1.24 | -0.67 | 1.15 | 0.66 | 3.06 | -1.03 | 1.91 | 1.63 | -0.52 |
| Standard Deviation(%) | NA | 17.25 | 18.46 | 19.63 | 20.45 | NA | NA | … | … | 17.06 | 21.84 | 17.56 | 15.24 | 25.36 | 17.65 | 38.31 | 12.90 | 15.59 | 10.13 | 15.98 | 14.12 |
| Draw Down(%) | NA | 13.70 | 25.62 | 25.62 | 41.99 | NA | NA | … | … | 8.97 | 22.26 | 12.91 | 12.16 | 23.38 | 9.33 | 41.99 | 5.95 | 23.99 | 4.51 | 11.40 | 17.24 |
| Yield(%) | 0.00 | 0.52 | 2.63 | 5.15 | 7.12 | 4.89 | 3.66 | … | … | 0.06 | 0.42 | 2.73 | 5.35 | 5.08 | 15.66 | 7.03 | 2.83 | 1.94 | 3.07 | 0.00 | 0.10 |
Data as of 06/04/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCPX (DAVENPORT SMALL CAP FOCUS FUND DAVENPORT SMALL CAP FOCUS FUND) |
-0.52%
Mar 2017 – Mar 2020 |
2.19%
Mar 2021 – Mar 2026 |
8.49%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCPX (DAVENPORT SMALL CAP FOCUS FUND DAVENPORT SMALL CAP FOCUS FUND) |
28.69%
Dec 2018 – Dec 2021 |
20.32%
Feb 2016 – Feb 2021 |
11.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart