Delta Capital Management

Changing the way you think about investing

DCM Investment Strategy Performance


Performance results and volatility measures shown above are through 7/31/2019. DCM Investment Strategy results are actual returns of portfolio held by principals, returns shown are net the 0.60% DCM management fee. Data for American Funds American Balanced Fund (ABALX),T Rowe Price Balanced Fund (RPBAX),Vanguard LifeStrategy Moderate Growth Fund (VSMGX) obtained through Morningstar. The Morningstar Moderate Target Risk Index demonstrates how a 60% Global Equity Exposure and 40% Global Bond Exposure portfolio performed generally during a period. An index or category is not available for direct investment and there are no management fees or trading expenses associated with the index or category.



Growth of $100,000

DCM Investment Strategy Returns - From Inception Date 6/1/2012 thru 7/31/2019


The comparison demonstrates how a hypothetical $100,000 investment would have performed during such period.. The results shown for the DCM Investment Strategy are net the 0.60% DCM management fee. Data for American Funds Balanced Fund (ABALX), T Rowe Price Balanced Fund (RPBAX), Vanguard LifeStrategy Moderate Growth Fund (VSMGX), and Morningstar Moderate Target Risk Index obtained from Morningstar. The Morningstar Moderate Target Risk Index demonstrates how a 60% Global Equity Exposure and 40% Global Bond Exposure portfolio performed generally during a period. It should not be assumed that recommendations made in the future will be profitable or will equal the past performance of the DCM Investment Strategy.