Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDJIX (DDJ OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL) | 0.14% | 2.98% | 6.75% | 3.10% | 4.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDJIX (DDJ OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL) | 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 (%) | -0.58 | 2.98 | 6.75 | 3.10 | 4.69 | NA | NA | … | … | 0.14 | 4.74 | 8.88 | 12.28 | -11.31 | 6.21 | 3.51 | 6.11 | -0.28 | 10.63 | 14.72 | -4.08 |
| Sharpe Ratio | NA | 0.26 | 1.29 | 0.18 | 0.69 | NA | NA | … | … | -0.49 | 0.57 | 2.74 | 2.48 | -2.39 | 3.63 | 0.32 | 1.63 | -0.58 | 5.35 | 4.23 | -3.79 |
| Standard Deviation(%) | NA | 3.04 | 2.94 | 3.56 | 4.42 | NA | NA | … | … | 3.65 | 3.25 | 1.92 | 3.51 | 5.35 | 1.71 | 10.17 | 2.84 | 2.89 | 1.87 | 3.43 | 2.32 |
| Draw Down(%) | NA | 2.94 | 3.85 | 12.72 | 21.41 | NA | NA | … | … | 2.94 | 3.85 | 0.70 | 2.39 | 12.65 | 1.35 | 21.41 | 3.92 | 3.88 | 1.19 | 1.71 | 4.53 |
| Yield(%) | 0.00 | 7.28 | 7.89 | 6.51 | 6.97 | 4.83 | 3.62 | … | … | 2.57 | 8.02 | 8.03 | 8.75 | 6.27 | 5.99 | 6.73 | 8.06 | 8.31 | 10.19 | 9.28 | 2.36 |
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 |
|---|---|---|---|---|
| DDJIX (DDJ OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL) |
-1.71%
Mar 2017 – Mar 2020 |
0.60%
Oct 2017 – Oct 2022 |
4.72%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDJIX (DDJ OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL) |
9.52%
Jan 2016 – Jan 2019 |
7.27%
Jan 2016 – Jan 2021 |
5.55%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart