Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DEFIX (THE DELAFIELD FUND THE DELAFIELD FUND) | NA | -5.46% | 11.23% | -0.07% | 12.02% | 6.78% | 9.59% | 9.87% |
Data as of 02/15/2019, AR inception is 03/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEFIX (THE DELAFIELD FUND THE DELAFIELD FUND) | 03/28/1994 | 02/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.31 | -5.46 | 11.23 | -0.07 | 12.02 | 6.78 | 9.59 | 9.87 | 13.03 | -16.29 | 7.22 | 22.87 | -18.12 | -4.21 | 29.06 | 20.21 | -7.17 | 26.16 | 54.84 | -37.59 | 4.85 | 20.38 | 5.99 | 20.85 | 40.02 | -7.46 | 32.19 | 13.99 | 8.39 | -11.47 | 19.66 | 26.35 | 18.51 | 2.67 |
| Sharpe Ratio | NA | -0.47 | 0.81 | -0.03 | 0.56 | NA | NA | 0.43 | 9.29 | -1.23 | 0.65 | 1.26 | -1.04 | -0.30 | 2.27 | 1.23 | -0.24 | 1.19 | 1.58 | -0.95 | 0.13 | 1.36 | 0.33 | 1.71 | 2.64 | -0.36 | 1.72 | 0.58 | 0.41 | -0.92 | 2.12 | 3.24 | 1.81 | 0.04 |
| Standard Deviation(%) | NA | 14.73 | 14.02 | 15.14 | 19.86 | NA | NA | 18.45 | 17.31 | 14.29 | 10.21 | 17.93 | 17.53 | 14.07 | 12.80 | 16.53 | 29.45 | 21.91 | 34.68 | 40.39 | 14.48 | 12.60 | 11.54 | 11.65 | 14.92 | 23.75 | 17.72 | 17.19 | 12.48 | 16.06 | 7.57 | 7.00 | 8.11 | 7.82 |
| Draw Down(%) | NA | 23.00 | 23.00 | 36.51 | 36.51 | NA | NA | 60.34 | 2.39 | 23.00 | 7.21 | 13.95 | 22.87 | 18.30 | 6.96 | 13.10 | 30.69 | 20.29 | 34.42 | 53.82 | 13.11 | 10.74 | 9.47 | 8.13 | 12.50 | 31.55 | 18.20 | 13.15 | 13.68 | 37.65 | 5.91 | 6.18 | 8.68 | 8.02 |
| Yield(%) | 0.00 | 5.97 | 15.33 | 8.80 | 14.98 | 8.70 | 14.33 | 15.71 | 0.00 | 5.92 | 15.23 | 20.37 | 8.61 | 9.62 | 4.24 | 6.58 | 1.23 | 0.11 | 0.37 | 0.31 | 10.07 | 11.72 | 12.47 | 12.01 | 12.75 | 0.00 | 7.62 | 1.68 | 0.65 | 0.81 | 9.25 | 16.30 | 1.38 | 1.02 |
Data as of 02/15/2019, AR inception is 03/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFIX (THE DELAFIELD FUND THE DELAFIELD FUND) |
-15.90%
Feb 2006 - Feb 2009 |
-4.65%
Feb 2004 - Feb 2009 |
3.93%
Jan 2006 - Jan 2016 |
6.17%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFIX (THE DELAFIELD FUND THE DELAFIELD FUND) |
36.94%
Feb 2009 - Feb 2012 |
28.39%
Feb 2009 - Feb 2014 |
15.03%
Dec 1994 - Dec 2004 |
13.51%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart