Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DFOAX (DESTRA FOCUSED EQUITY FUND CLASS A) NA 13.59% 2.47% 9.28% NA NA NA
Data as of 12/11/2017, Common starting date is 12/19/2011
More Performance Analytics Comparison
Name Start Date End Date
DFOAX (DESTRA FOCUSED EQUITY FUND CLASS A) 12/19/2011 12/11/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 13.59 2.47 9.28 NA NA NA 13.45 -5.75 -0.68 15.19 27.33 12.98 2.34
Sharpe Ratio NA 1.66 0.17 0.72 NA NA NA 1.80 -0.44 -0.04 1.23 2.45 0.93 6.16
Standard Deviation(%) NA 7.54 13.22 12.64 NA NA NA 7.60 13.58 16.56 12.35 11.12 14.04 17.46
Draw Down(%) NA 2.93 17.52 17.52 NA NA NA 2.93 10.62 13.08 6.62 6.52 9.50 0.93
Yield(%) 0.00 77.84 25.34 22.09 12.76 8.51 6.38 74.72 8.26 2.34 6.67 2.70 0.42 0.02
Data as of 12/11/2017, Common starting date is 12/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFOAX (DESTRA FOCUSED EQUITY FUND CLASS A) 2.40%
Nov 2014 – Nov 2017
7.52%
Mar 2012 – Mar 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFOAX (DESTRA FOCUSED EQUITY FUND CLASS A) 17.61%
Jul 2012 – Jul 2015
9.91%
Jul 2012 – Jul 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return