Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDJCX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS I) | 0.09% | 2.70% | 6.53% | 3.02% | 4.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDJCX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS I) | 07/20/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 2.70 | 6.53 | 3.02 | 4.66 | NA | NA | … | … | 0.09 | 4.47 | 8.86 | 12.24 | -11.36 | 6.25 | 3.53 | 6.06 | -0.11 | 10.71 | 14.51 | -4.08 |
| Sharpe Ratio | NA | 0.23 | 1.23 | 0.17 | 0.69 | NA | NA | … | … | -0.44 | 0.49 | 2.63 | 2.45 | -2.44 | 3.64 | 0.32 | 1.67 | -0.52 | 4.98 | 4.24 | -3.83 |
| Standard Deviation(%) | NA | 2.92 | 2.97 | 3.54 | 4.44 | NA | NA | … | … | 3.53 | 3.25 | 1.99 | 3.54 | 5.26 | 1.71 | 10.26 | 2.75 | 2.89 | 2.03 | 3.37 | 2.29 |
| Draw Down(%) | NA | 2.95 | 3.90 | 12.71 | 21.52 | NA | NA | … | … | 2.95 | 3.90 | 0.82 | 2.24 | 12.66 | 1.35 | 21.52 | 4.03 | 3.71 | 1.19 | 1.87 | 4.53 |
| Yield(%) | 0.00 | 7.13 | 7.80 | 6.37 | 6.92 | 4.79 | 3.60 | … | … | 2.51 | 7.90 | 8.01 | 8.74 | 6.02 | 5.56 | 6.75 | 8.22 | 8.37 | 10.15 | 9.10 | 2.47 |
Data as of 06/04/2026, Common starting date is 07/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDJCX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS I) |
-1.63%
Mar 2017 – Mar 2020 |
0.65%
Oct 2017 – Oct 2022 |
4.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDJCX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS I) |
9.54%
Jan 2016 – Jan 2019 |
7.28%
Jan 2016 – Jan 2021 |
5.54%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart