Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFH (Dream Finders Homes, Inc.) | -16.08% | -34.95% | -9.61% | -15.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFH (Dream Finders Homes, Inc.) | 01/22/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.60 | -34.95 | -9.61 | -15.18 | NA | NA | NA | … | … | -16.08 | -23.25 | -34.73 | 310.28 | -55.48 | -9.07 |
| Sharpe Ratio | NA | -0.52 | -0.13 | -0.29 | NA | NA | NA | … | … | -0.41 | -0.50 | -0.74 | 5.62 | -1.03 | -0.16 |
| Standard Deviation(%) | NA | 54.53 | 56.63 | 55.36 | NA | NA | NA | … | … | 58.90 | 53.37 | 56.26 | 55.25 | 55.45 | 61.39 |
| Draw Down(%) | NA | 59.44 | 71.26 | 75.38 | NA | NA | NA | … | … | 40.29 | 43.08 | 46.97 | 39.05 | 63.64 | 54.65 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFH (Dream Finders Homes, Inc.) |
-5.88%
May 2023 – May 2026 |
-13.42%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFH (Dream Finders Homes, Inc.) |
34.72%
Sep 2022 – Sep 2025 |
-5.06%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart