Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDS (Dillard’s, Inc.) | 0.04% | 60.55% | 32.80% | 36.74% | 29.63% | 20.67% | 19.11% | … | … |
Data as of 06/05/2026, Common starting date is 06/30/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDS (Dillard’s, Inc.) | 06/30/1989 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | 60.55 | 32.80 | 36.74 | 29.63 | 20.67 | 19.11 | … | … | 0.04 | 46.81 | 13.47 | 32.05 | 38.66 | 306.41 | -12.71 | 22.76 | 0.97 | -3.63 | -4.18 | -47.36 | 29.06 | 16.35 | 98.33 | 18.78 | 106.90 | 374.04 | -78.43 | -45.95 | 41.62 | -7.00 | 64.47 | 4.97 | -0.13 | 36.81 | -40.71 | -28.38 | -19.12 | 14.69 | 8.79 | 6.99 | -29.36 | -23.45 | 21.09 | 41.61 | 23.37 | 20.00 |
| Sharpe Ratio | NA | 1.30 | 0.74 | 0.77 | 0.47 | NA | NA | … | … | -0.23 | 1.00 | 0.24 | 0.68 | 0.57 | 4.11 | -0.13 | 0.40 | -0.01 | -0.08 | -0.12 | -1.70 | 0.89 | 0.67 | 3.57 | 0.37 | 2.02 | 4.41 | -0.77 | -1.11 | 1.19 | -0.29 | 1.57 | 0.11 | -0.02 | 0.63 | -0.95 | -0.76 | -0.57 | 0.38 | 0.16 | 0.12 | -0.98 | -0.81 | 0.61 | 1.22 | 0.58 | 1.44 |
| Standard Deviation(%) | NA | 38.95 | 41.41 | 51.13 | 58.89 | NA | NA | … | … | 38.80 | 44.08 | 40.55 | 42.26 | 65.82 | 74.46 | 101.46 | 52.78 | 47.47 | 51.45 | 37.43 | 27.91 | 32.64 | 24.31 | 27.81 | 50.65 | 52.75 | 84.74 | 103.09 | 44.48 | 32.16 | 31.85 | 40.38 | 37.29 | 57.40 | 55.92 | 47.31 | 41.68 | 39.95 | 28.52 | 31.17 | 25.06 | 33.03 | 31.61 | 30.11 | 30.68 | 30.59 | 26.68 |
| Draw Down(%) | NA | 24.27 | 42.02 | 49.71 | 76.57 | NA | NA | … | … | 24.26 | 42.02 | 30.10 | 33.67 | 42.51 | 41.20 | 69.26 | 32.48 | 42.36 | 35.88 | 36.75 | 53.69 | 18.69 | 19.08 | 12.36 | 34.75 | 37.37 | 39.64 | 87.81 | 58.44 | 14.54 | 30.81 | 21.55 | 29.11 | 49.56 | 42.44 | 53.36 | 50.62 | 37.07 | 26.27 | 29.76 | 19.56 | 31.74 | 34.00 | 27.99 | 14.77 | 30.13 | 14.13 |
| Yield(%) | 0.00 | 7.89 | 8.58 | 13.43 | 18.43 | 15.06 | 21.18 | … | … | 0.05 | 6.90 | 6.41 | 6.57 | 6.30 | 27.07 | 0.86 | 0.79 | 0.66 | 0.55 | 0.42 | 0.21 | 0.25 | 0.27 | 11.80 | 0.49 | 0.86 | 4.68 | 0.88 | 0.47 | 0.63 | 0.60 | 0.98 | 0.97 | 1.00 | 1.27 | 0.80 | 0.56 | 0.46 | 0.52 | 0.48 | 0.47 | 0.28 | 0.16 | 0.10 | 0.26 | 0.27 | 0.17 |
Data as of 06/05/2026, Common starting date is 06/30/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDS (Dillard's, Inc.) |
-47.04%
Feb 2006 – Feb 2009 |
-26.73%
Feb 2004 – Feb 2009 |
-19.39%
Nov 1998 – Nov 2008 |
-14.31%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDS (Dillard's, Inc.) |
160.85%
Feb 2009 – Feb 2012 |
95.60%
Feb 2009 – Feb 2014 |
37.86%
Feb 2009 – Feb 2019 |
40.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart