Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCCPF (DCC plc) | NA | -3.04% | 12.89% | -1.69% | 0.68% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCCPF (DCC plc) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | -3.04 | 12.89 | -1.69 | 0.68 | NA | NA | … | … | -0.42 | -4.74 | 49.84 | -32.74 | 4.59 | -12.90 | 19.23 | -22.49 | 28.95 | -9.40 | 55.25 | 16.75 | 44.52 | 32.60 |
| Sharpe Ratio | NA | -0.36 | 0.46 | -0.17 | -0.03 | NA | NA | … | … | -0.30 | -0.74 | 1.56 | -1.17 | 0.31 | -0.26 | 1.27 | -0.99 | 1.74 | -0.38 | 1.89 | 0.60 | 1.75 | 2.90 |
| Standard Deviation(%) | NA | 16.68 | 20.63 | 23.23 | 26.38 | NA | NA | … | … | 12.00 | 15.34 | 29.53 | 29.24 | 14.51 | 50.92 | 14.04 | 24.05 | 16.35 | 25.38 | 29.20 | 28.05 | 25.43 | 24.38 |
| Draw Down(%) | NA | 13.15 | 13.18 | 42.13 | 53.33 | NA | NA | … | … | 6.47 | 10.33 | 13.18 | 41.00 | 13.06 | 43.29 | 4.07 | 30.97 | 3.28 | 19.79 | 10.46 | 16.06 | 7.05 | 5.65 |
| Yield(%) | 0.00 | 4.86 | 5.32 | 2.77 | 2.21 | 4.97 | 3.73 | … | … | 2.83 | 3.98 | 5.43 | 2.11 | 2.22 | 1.71 | 1.93 | 0.79 | 1.29 | 0.77 | 1.59 | 1.61 | 2.46 | 1.14 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCCPF (DCC plc) |
-16.44%
Sep 2019 – Sep 2022 |
-10.79%
Sep 2017 – Sep 2022 |
-0.40%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCCPF (DCC plc) |
50.85%
Jul 2012 – Jul 2015 |
32.90%
Jul 2012 – Jul 2017 |
11.52%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart