Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DSMDX (Driehaus Small/Mid Cap Growth Fund) 20.77% 41.90% 22.98% 8.75% NA NA NA
Data as of 06/04/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
Name Start Date End Date
DSMDX (Driehaus Small/Mid Cap Growth Fund) 05/04/2020 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
Annualized Return (%) -0.20 41.90 22.98 8.75 NA NA NA 20.77 9.83 26.45 20.71 -31.46 17.96 71.86
Sharpe Ratio NA 1.76 0.87 0.24 NA NA NA 1.90 0.25 1.09 0.94 -1.05 0.69 5.12
Standard Deviation(%) NA 24.41 23.97 25.13 NA NA NA 28.92 27.62 20.86 18.39 31.49 25.96 24.44
Draw Down(%) NA 14.51 33.05 41.90 NA NA NA 14.51 30.45 12.99 16.77 35.73 15.86 8.97
Yield(%) 0.00 0.48 0.37 2.27 2.30 1.53 1.15 0.00 0.45 0.43 0.00 2.47 8.80 2.33
Data as of 06/04/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DSMDX (Driehaus Small/Mid Cap Growth Fund) -1.27%
Oct 2021 – Oct 2024
5.36%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DSMDX (Driehaus Small/Mid Cap Growth Fund) 24.31%
May 2023 – May 2026
11.48%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return