• INCEPTION (02/22/2001)

  • 17 YRS
  • AVG. ANNUAL RETURN

  • 1.72%
  • S&P RETURN

  • 6.40%
(DFIN) The Dolphin Fund

DFIN Growth of $10,000

DFIN Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 06/23/2018

DFIN Month By Month (As Of: 12/11/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec DFIN YTD S&P (TR) YTD
2018-0.66%-0.21%-6.67%1.30%6.63%-3.43%-6.11%4.70%-2.41%-14.08%1.08%-6.87%-25.12% 0.19%
20170.40%0.50%-0.05%-0.63%-0.60%-1.52%0.30%-0.05%0.17%0.58%-1.65%0.31%-2.24% 21.83%
2016-0.83%-0.46%1.25%-0.53%0.27%0.05%0.86%0.68%0.46%-1.08%1.67%-0.87%1.45% 11.96%
2015-0.77%0.74%-2.32%-1.41%-0.08%0.25%-0.23%-0.54%-0.08%0.93%0.17%-0.51%-3.84% 1.38%
2014-1.11%3.36%-0.98%-1.14%-1.46%4.51%-3.90%1.77%-4.57%0.25%-2.34%2.46%-3.52% 13.69%
20131.52%-3.43%2.19%-5.65%-2.98%-1.66%2.75%-2.13%-0.07%0.62%-1.66%-1.33%-11.52% 32.39%
20124.83%1.27%-3.54%-2.66%-5.61%0.08%-0.39%1.83%4.07%-1.63%-2.14%-1.80%-6.03% 16.00%
2011-10.04%6.11%0.47%7.51%-11.06%-4.25%2.10%-1.82%-11.43%7.12%-1.62%-5.02%-21.97% 2.11%
2010-8.68%4.47%3.40%4.46%-5.18%-0.79%-0.50%5.71%8.47%4.62%7.61%12.78%40.41% 15.06%
2009-4.28%2.39%-3.25%3.74%7.37%-5.67%-2.88%2.88%3.05%-0.99%6.37%-2.65%5.18% 26.46%
2008-10.49%0.62%-4.25%4.09%4.74%8.25%-10.27%-4.90%-14.72%-16.34%2.04%-5.14%-40.02% -37.00%
20073.40%2.19%0.71%0.33%6.49%-0.69%-2.39%-2.27%5.82%6.66%-8.39%3.08%14.80% 5.49%
200614.38%-6.70%4.20%2.08%-6.10%-4.03%0.29%1.51%-2.15%1.83%3.15%2.14%9.30% 15.79%
2005-0.96%4.57%-2.30%-5.40%0.90%5.74%7.33%4.63%5.95%-9.61%3.85%2.55%16.99% 4.91%
20044.37%0.24%-5.33%-8.14%0.50%4.69%-4.63%-4.76%13.60%-0.72%14.57%3.34%16.09% 10.88%
2003-0.37%-4.90%-3.13%11.74%8.13%6.27%7.19%5.12%0.53%12.75%9.35%7.22%76.45% 28.68%
20023.73%4.73%13.66%10.99%3.06%-2.63%-17.91%-3.66%-6.79%-1.83%9.59%-5.59%2.97% -22.10%
2001-0.62%-1.56%3.23%3.02%-1.72%2.05%0.95%-15.16%4.15%10.33%6.25%10.46% -7.30%
Returns greater than 5%
Returns less than -5%