Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDDIX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS I) | 29.24% | 44.30% | 14.42% | 4.27% | 9.79% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDDIX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS I) | 01/04/2012 | 06/04/2026 |
| 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 | 44.30 | 14.42 | 4.27 | 9.79 | NA | NA | … | … | 29.24 | -0.71 | -3.03 | 6.34 | -24.46 | 9.30 | 13.80 | 27.15 | -13.47 | 23.78 | 19.57 | -10.92 | 15.76 | 36.24 | 21.51 |
| Sharpe Ratio | NA | 2.10 | 0.56 | 0.07 | 0.39 | NA | NA | … | … | 3.66 | -0.16 | -0.56 | 0.12 | -0.99 | 0.49 | 0.34 | 1.71 | -0.89 | 2.35 | 1.13 | -0.68 | 1.29 | 3.04 | 1.52 |
| Standard Deviation(%) | NA | 19.85 | 19.28 | 19.97 | 21.00 | NA | NA | … | … | 21.07 | 23.30 | 17.11 | 17.23 | 26.11 | 18.92 | 39.36 | 15.06 | 16.66 | 9.88 | 17.11 | 16.03 | 12.18 | 11.90 | 14.38 |
| Draw Down(%) | NA | 10.82 | 26.28 | 28.72 | 43.82 | NA | NA | … | … | 9.61 | 26.15 | 11.65 | 22.39 | 26.92 | 14.71 | 43.82 | 10.41 | 24.09 | 5.81 | 15.02 | 18.06 | 12.49 | 5.26 | 9.27 |
| Yield(%) | 0.00 | 4.93 | 4.71 | 4.93 | 6.18 | 7.91 | 5.93 | … | … | 0.00 | 4.57 | 5.01 | 4.15 | 7.03 | 10.26 | 2.85 | 4.18 | 4.35 | 2.04 | 0.00 | 0.00 | 6.07 | 3.48 | 3.76 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DDDIX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS I) |
-5.25%
Mar 2022 – Mar 2025 |
-0.80%
Mar 2015 – Mar 2020 |
4.49%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDIX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS I) |
23.68%
May 2012 – May 2015 |
16.45%
Feb 2016 – Feb 2021 |
12.96%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart