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Nasdaq - Delayed Quote USD

Driehaus Small Cap Growth Investor (DVSMX)

19.47
-0.42
(-2.11%)
At close: March 28 at 8:00:35 PM EDT

Fund Summary

The fund uses a growth style of investment in equity securities, including common stocks and other equity securities of issuers. Under normal market conditions, it invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the equity securities of U.S. small-capitalization ("small cap") companies. The fund may invest in companies with limited or no operating histories.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 63.77%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 1

Performance & Risk

YTD Return -15.02%
5y Average Return 17.30%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
DVSMXCategory AverageDVSMXCategory AverageDVSMXCategory Average
Alpha -7.83 -0.02 -3.7 0.01 -- -0.02
BETA 1.12 0.01 1.21 0.01 -- 0.01
Mean Annual Return 0.55 0.02 1.38 0.02 -- 0.01
R-squared 71.51 0.78 67.17 0.73 -- 0.73
Standard Deviation 22.44 0.26 26.17 0.21 -- 0.19
Sharpe Ratio 0.1 0.01 0.53 0.01 -- 0.01
Treynor Ratio -0.3 0.15 9.31 0.17 -- 0.11

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