Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFRSX (ASIA PACIFIC SMALL COMPANY PORTFOLIO ASIA PACIFIC SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 3.73% | 27.27% | 13.93% | 3.71% | 6.68% | 4.16% | 6.38% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFRSX (ASIA PACIFIC SMALL COMPANY PORTFOLIO ASIA PACIFIC SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 06/20/1996 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.27 | 13.93 | 3.71 | 6.68 | 4.16 | 6.38 | … | … | 3.73 | 34.73 | 0.27 | 3.99 | -16.96 | 12.59 | 14.24 | 13.30 | -15.48 | 25.17 | 9.91 | -3.47 | -8.21 | 1.63 | 24.01 | -20.17 | 29.41 | 97.04 | -57.04 | 40.05 | 39.68 | 7.71 | 24.10 | 65.59 | 7.19 | 0.35 | -18.49 | 70.27 | -18.88 | -42.24 | 1.55 |
| Sharpe Ratio | NA | 1.82 | 0.71 | 0.10 | 0.33 | NA | NA | … | … | 0.52 | 1.87 | -0.22 | 0.02 | -0.84 | 0.86 | 0.50 | 1.19 | -1.27 | 3.09 | 0.65 | -0.20 | -0.77 | 0.12 | 1.48 | -0.73 | 1.27 | 3.48 | -1.44 | 1.66 | 3.21 | 0.58 | 1.67 | 6.68 | 0.61 | -0.14 | -1.33 | 4.00 | -0.83 | -2.22 | -0.09 |
| Standard Deviation(%) | NA | 15.58 | 16.37 | 17.25 | 16.78 | NA | NA | … | … | 19.16 | 17.11 | 15.13 | 15.05 | 21.93 | 14.62 | 27.99 | 9.90 | 13.30 | 7.96 | 14.98 | 17.42 | 10.65 | 12.74 | 16.38 | 27.67 | 23.09 | 27.86 | 40.27 | 22.34 | 11.37 | 9.44 | 13.82 | 9.71 | 9.83 | 15.69 | 17.02 | 16.73 | 26.88 | 20.62 | 8.13 |
| Draw Down(%) | NA | 14.20 | 21.29 | 30.18 | 46.25 | NA | NA | … | … | 14.20 | 17.25 | 11.19 | 19.58 | 28.77 | 8.83 | 42.41 | 10.07 | 22.40 | 3.24 | 11.05 | 24.10 | 17.10 | 17.99 | 17.24 | 31.45 | 20.99 | 25.04 | 65.56 | 22.00 | 15.09 | 12.40 | 19.73 | 5.96 | 14.61 | 19.58 | 28.30 | 13.32 | 48.49 | 47.51 | 5.77 |
| Yield(%) | 0.00 | 5.74 | 5.10 | 5.56 | 5.68 | 4.16 | 5.97 | … | … | 0.00 | 6.28 | 4.53 | 4.68 | 7.60 | 12.76 | 3.21 | 4.99 | 2.81 | 4.76 | 4.08 | 3.66 | 4.58 | 3.95 | 5.83 | 4.52 | 5.73 | 4.31 | 2.92 | 3.30 | 4.06 | 3.72 | 3.84 | 6.13 | 5.62 | 3.78 | 3.66 | 6.76 | 2.85 | 5.46 | 7.60 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFRSX (ASIA PACIFIC SMALL COMPANY PORTFOLIO ASIA PACIFIC SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
-14.55%
May 1997 – May 2000 |
-10.44%
Sep 1996 – Sep 2001 |
-0.05%
Mar 2010 – Mar 2020 |
0.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFRSX (ASIA PACIFIC SMALL COMPANY PORTFOLIO ASIA PACIFIC SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
42.88%
Feb 2009 – Feb 2012 |
37.01%
Oct 2002 – Oct 2007 |
21.34%
Aug 1998 – Aug 2008 |
15.92%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart