Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DALCX (DEAN MID CAP VALUE FUND DEAN MID CAP VALUE FUND) | 12.09% | 19.42% | 16.46% | 8.37% | 9.58% | 10.09% | 7.12% | … | … |
Data as of 06/05/2026, Common starting date is 06/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DALCX (DEAN MID CAP VALUE FUND DEAN MID CAP VALUE FUND) | 06/26/1997 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 19.42 | 16.46 | 8.37 | 9.58 | 10.09 | 7.12 | … | … | 12.09 | 9.49 | 16.50 | 12.82 | -8.63 | 22.52 | -2.05 | 26.87 | -11.08 | 15.12 | 20.65 | -3.42 | 8.79 | 33.38 | 14.93 | -3.99 | 7.49 | 25.45 | -35.14 | -3.66 | 14.36 | 4.49 | 14.32 | 32.03 | -36.98 | 10.86 | 8.16 | -2.43 | 1.41 | 8.23 |
| Sharpe Ratio | NA | 1.30 | 0.99 | 0.38 | 0.44 | NA | NA | … | … | 2.03 | 0.41 | 1.11 | 0.71 | -0.51 | 1.38 | -0.06 | 2.30 | -0.96 | 1.84 | 1.46 | -0.24 | 0.79 | 2.68 | 0.97 | -0.15 | 0.43 | 0.78 | -0.81 | -0.44 | 1.03 | 0.21 | 1.24 | 1.67 | -1.12 | 0.36 | 0.18 | -0.39 | -0.12 | 0.86 |
| Standard Deviation(%) | NA | 12.85 | 13.68 | 15.40 | 18.03 | NA | NA | … | … | 14.34 | 16.09 | 11.57 | 13.01 | 19.96 | 16.32 | 38.52 | 11.04 | 13.08 | 7.91 | 14.04 | 14.13 | 11.11 | 12.45 | 15.54 | 27.58 | 17.03 | 32.51 | 44.64 | 15.48 | 10.67 | 10.53 | 10.78 | 18.79 | 34.14 | 23.69 | 21.30 | 14.92 | 17.48 | 15.02 |
| Draw Down(%) | NA | 9.28 | 15.64 | 16.99 | 41.99 | NA | NA | … | … | 9.28 | 13.51 | 7.79 | 10.39 | 14.81 | 8.43 | 41.99 | 5.79 | 18.88 | 3.96 | 8.29 | 10.29 | 8.23 | 5.29 | 13.20 | 26.55 | 17.46 | 33.88 | 48.36 | 13.37 | 8.96 | 7.30 | 6.04 | 16.30 | 51.16 | 27.39 | 12.81 | 17.55 | 24.51 | 8.51 |
| Yield(%) | 0.00 | 6.19 | 7.05 | 4.28 | 4.92 | 5.60 | 3.95 | … | … | 0.00 | 6.40 | 7.86 | 5.79 | 0.87 | 1.03 | 0.86 | 9.73 | 3.00 | 2.91 | 0.53 | 0.13 | 0.67 | 0.07 | 0.83 | 0.49 | 1.00 | 1.15 | 1.19 | 1.07 | 0.00 | 0.00 | 0.00 | 0.00 | 2.11 | 11.27 | 1.33 | 0.03 | 1.52 | 0.26 |
Data as of 06/05/2026, Common starting date is 06/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DALCX (DEAN MID CAP VALUE FUND DEAN MID CAP VALUE FUND) |
-19.24%
Feb 2006 – Feb 2009 |
-9.10%
Mar 1998 – Mar 2003 |
-4.04%
Feb 1999 – Feb 2009 |
1.00%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DALCX (DEAN MID CAP VALUE FUND DEAN MID CAP VALUE FUND) |
23.41%
Feb 2009 – Feb 2012 |
21.28%
Feb 2009 – Feb 2014 |
14.31%
Feb 2009 – Feb 2019 |
12.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart