Deen Capital Management, Inc.     Our Goal: Outperform the S&P in both up markets and down.
Our Goal: Outperform the S&P 500 in both up markets and down.
Our Result: +55.4% for the 60 months ending September 18, 2017 (vs +89.4% for the S&P)
Contact us by email
PO Box 30925 Santa Barbara CA 93130 800-353-4990 email info@deencapital.com

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Performance: Deen Capital vs. the Market*

as of June 30, 2017

performance chart


Performance Details*

  Deen Capital,
net after fees
and expenses**
  S&P 500   Difference =   
Deen Capital   
Advantage   
Trailing 12 months, etc., updated daily:
12 months ended September 18, 2017   
36 months ended September 18, 2017   
60 months ended September 18, 2017   
 
+23.0%     
+26.7%     
+55.4%     
 
  +19.3%     
  +32.1%     
  +89.4%     
 
+3.7        
-5.4        
-34.0        
By calendar year, YTD updated daily:
Year-To-Date as of September 18, 2017   
2016   
2015   
2014   
2013   
2012   
2011   
2010   
2009   
2008   
2007   
2006   
2005   
 
+13.5%     
+13.5%     
-5.4%     
-0.9%     
+33.8%     
+2.1%     
-5.8%     
+12.9%     
+25.8%     
-26.5%     
+27.6%     
+21.2%     
+5.5%     
 
  +13.4%     
  +11.8%     
  +1.3%     
  +13.5%     
  +32.2%     
  +15.8%     
  +2.0%     
  +14.9%     
  +26.5%     
  -37.0%     
  +5.4%     
  +15.6%     
  +4.8%     
 
+0.1        
+1.7        
-6.7        
-14.4        
+1.6        
-13.7        
-7.8        
-2.0        
-0.7        
+10.5        
+22.2        
+5.6        
+0.7        
Annualized gains as of Jun 30, 2017:
1-Year   
3-Year annualized   
5-Year annualized   
10-Year annualized   
Since inception (4/24/92)   
 
+36.0%     
+8.4%     
+10.4%     
+6.1%     
+8.7%     
 
  +17.7%     
  +9.5%     
  +14.5%     
  +7.1%     
  +9.4%     
 
+18.3        
-1.1        
-4.1        
-1.0        
-0.7        

* Past performance does not guarantee future results.

** See our article How Deen Capital Performance Is Calculated.

† S&P 500 stated performance includes dividends. It is the total return of the Vanguard 500 Index fund (VFINX).