Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDDAX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS A) | 27.57% | 42.54% | 13.68% | 3.71% | 9.47% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDDAX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS A) | 01/04/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 42.54 | 13.68 | 3.71 | 9.47 | NA | NA | … | … | 27.57 | -1.19 | -3.48 | 5.91 | -24.86 | 8.75 | 13.44 | 26.82 | -13.70 | 23.44 | 19.25 | -11.08 | 15.39 | 35.82 | 21.21 |
| Sharpe Ratio | NA | 2.09 | 0.54 | 0.06 | 0.38 | NA | NA | … | … | 3.64 | -0.18 | -0.59 | 0.10 | -1.00 | 0.46 | 0.33 | 1.68 | -0.91 | 2.31 | 1.11 | -0.69 | 1.26 | 3.01 | 1.49 |
| Standard Deviation(%) | NA | 19.84 | 19.27 | 19.97 | 21.00 | NA | NA | … | … | 21.06 | 23.33 | 17.19 | 17.24 | 26.24 | 19.05 | 39.37 | 15.09 | 16.63 | 9.91 | 17.13 | 16.02 | 12.20 | 11.88 | 14.42 |
| Draw Down(%) | NA | 10.87 | 26.35 | 29.08 | 43.83 | NA | NA | … | … | 9.63 | 26.18 | 11.84 | 22.54 | 27.32 | 14.98 | 43.83 | 10.49 | 24.15 | 5.85 | 15.06 | 18.09 | 12.58 | 5.35 | 9.28 |
| Yield(%) | 0.00 | 5.17 | 4.88 | 5.05 | 6.26 | 7.86 | 5.90 | … | … | 0.00 | 4.78 | 5.21 | 4.30 | 7.24 | 10.52 | 2.58 | 4.26 | 4.43 | 2.07 | 0.00 | 0.00 | 6.11 | 3.49 | 3.76 |
Data as of 06/03/2026, Common starting date is 01/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDAX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS A) |
-5.48%
Mar 2022 – Mar 2025 |
-1.05%
Mar 2015 – Mar 2020 |
4.22%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDAX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS A) |
23.33%
May 2012 – May 2015 |
16.14%
Feb 2016 – Feb 2021 |
12.66%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart