Nasdaq - Delayed Quote USD

Destra Investment Trust - Destra Granahan Small Cap Advantage Fund (DGISX)

10.38 -0.04 (-0.38%)
At close: August 13 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.22%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (Aug 6, 2024) 64.12%
Worst 1Y Total Return (Aug 6, 2024) --
Best 3Y Total Return 64.12%
Worst 3Y Total Return -10.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DGISX
Category
YTD
0.97%
12.40%
1-Month
7.43%
3.37%
3-Month
9.18%
4.88%
1-Year
-1.64%
55.69%
3-Year
-12.46%
19.34%
5-Year
0.00%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
27.00%
27.85%
Last Bear Market
-27.13%
-24.06%

Annual Total Return (%) History

Year
DGISX
Category
2024
--
--
2023
11.54%
--
2022
-34.83%
--
2021
-0.13%
--
2020
64.12%
38.62%
2019
--
27.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.06% -7.00% -- --
2023 6.51% 2.22% -10.14% 14.01%
2022 -17.10% -27.13% 6.06% 1.71%
2021 5.36% 6.85% -2.12% -9.36%
2020 -20.31% 41.63% 7.85% 34.82%
2019 13.41% -- -- --

Rank in Category (By Total Return)

YTD 97
1-Month 28
3-Month 65
1-Year 97
3-Year 95
5-Year --

Load Adjusted Returns

1-Year -1.64%
3-Year -12.46%
5-Year --
10-Year --

Performance & Risk

YTD Return -8.22%
5y Average Return 0.00%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Destra
Net Assets 17.36M
YTD Return 0.97%
Yield 0.00%
Morningstar Rating
Inception Date Aug 08, 2019

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of issuers with small market capitalization. Its investments primarily consist of equity and equity-related securities, including, without limitation, exchange-traded and over-the-counter common and preferred stocks, U.S. dollar-denominated American Depositary Receipts ("ADRs"), warrants to acquire common stock, securities convertible into common stock and shares of other investment companies (including ETFs and real estate investment trusts ("REITs").

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