Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGACX (DGHM ALL-CAP VALUE FUND CLASS C) | NA | 10.19% | 9.27% | 7.03% | NA | NA | NA | … | … |
Data as of 09/11/2018, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGACX (DGHM ALL-CAP VALUE FUND CLASS C) | 11/14/2008 | 09/11/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.19 | 9.27 | 7.03 | NA | NA | NA | … | … | 1.13 | 9.66 | 19.28 | -9.50 | 8.50 | 35.16 | 7.81 | -4.95 | 15.39 | 25.54 | 4.37 |
| Sharpe Ratio | NA | 0.74 | 0.65 | 0.50 | NA | NA | NA | … | … | 0.03 | 0.97 | 1.23 | -0.61 | 0.68 | 2.75 | 0.55 | -0.20 | 0.76 | 0.86 | 0.67 |
| Standard Deviation(%) | NA | 12.26 | 13.42 | 13.40 | NA | NA | NA | … | … | 13.80 | 9.35 | 15.39 | 15.74 | 12.43 | 12.78 | 14.21 | 24.78 | 20.07 | 29.52 | 62.28 |
| Draw Down(%) | NA | 10.44 | 16.94 | 23.16 | NA | NA | NA | … | … | 10.44 | 6.00 | 12.32 | 15.22 | 11.42 | 6.11 | 12.78 | 23.65 | 15.77 | 26.32 | 15.80 |
| Yield(%) | 0.00 | 17.93 | 17.37 | 14.02 | 13.63 | 9.08 | 6.81 | … | … | 0.00 | 17.95 | 8.35 | 30.84 | 18.50 | 12.72 | 2.31 | 0.91 | 0.00 | 0.00 | 0.00 |
Data as of 09/11/2018, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGACX (DGHM ALL-CAP VALUE FUND CLASS C) |
3.00%
Aug 2014 – Aug 2017 |
3.82%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGACX (DGHM ALL-CAP VALUE FUND CLASS C) |
20.98%
Feb 2009 – Feb 2012 |
19.36%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart