Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFIN (Donnelley Financial Solutions, Inc.) | -17.52% | -30.36% | -4.91% | 4.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIN (Donnelley Financial Solutions, Inc.) | 09/27/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | -30.36 | -4.91 | 4.43 | NA | NA | NA | … | … | -17.52 | -25.92 | 0.22 | 61.37 | -18.01 | 177.78 | 62.08 | -26.09 | -28.01 | -15.19 | -9.17 |
| Sharpe Ratio | NA | -0.63 | -0.18 | 0.08 | NA | NA | NA | … | … | -0.63 | -0.60 | -0.22 | 1.60 | -0.38 | 3.97 | 0.77 | -0.61 | -0.76 | -0.51 | -0.44 |
| Standard Deviation(%) | NA | 48.64 | 40.25 | 43.25 | NA | NA | NA | … | … | 55.85 | 48.95 | 29.03 | 36.16 | 51.51 | 44.79 | 79.74 | 45.29 | 38.59 | 31.25 | 70.11 |
| Draw Down(%) | NA | 41.51 | 45.24 | 50.29 | NA | NA | NA | … | … | 30.60 | 44.78 | 19.23 | 26.97 | 45.69 | 20.78 | 61.89 | 44.35 | 38.77 | 30.06 | 36.07 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIN (Donnelley Financial Solutions, Inc.) |
-35.11%
Mar 2017 – Mar 2020 |
4.99%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIN (Donnelley Financial Solutions, Inc.) |
97.92%
Mar 2020 – Mar 2023 |
52.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart