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: +71.8% for the 60 months ending January 19, 2018 (vs +108.5% 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 December 31, 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 January 19, 2018   
36 months ended January 19, 2018   
60 months ended January 19, 2018   
 
+22.6%     
+36.9%     
+71.8%     
 
  +26.5%     
  +47.6%     
  +108.5%     
 
-3.9        
-10.7        
-36.7        
By calendar year, YTD updated daily:
Year-To-Date as of January 19, 2018   
2017   
2016   
2015   
2014   
2013   
2012   
2011   
2010   
2009   
2008   
2007   
2006   
2005   
 
+4.2%     
+18.0%     
+13.5%     
-5.4%     
-0.9%     
+33.8%     
+2.1%     
-5.8%     
+12.9%     
+25.8%     
-26.5%     
+27.6%     
+21.2%     
+5.5%     
 
  +5.2%     
  +21.7%     
  +11.8%     
  +1.3%     
  +13.5%     
  +32.2%     
  +15.8%     
  +2.0%     
  +14.9%     
  +26.5%     
  -37.0%     
  +5.4%     
  +15.6%     
  +4.8%     
 
-1.0        
-3.7        
+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 Dec 31, 2017:
1-Year   
3-Year annualized   
5-Year annualized   
10-Year annualized   
Since inception (4/24/92)   
 
+18.0%     
+8.2%     
+11.1%     
+5.4%     
+8.8%     
 
  +21.7%     
  +11.3%     
  +15.6%     
  +8.4%     
  +9.7%     
 
-3.7        
-3.1        
-4.5        
-3.0        
-0.9        

* 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).