Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGEFX (Destinations Equity Income Fund) | 8.58% | 21.12% | 16.26% | 9.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGEFX (Destinations Equity Income Fund) | 03/21/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 21.12 | 16.26 | 9.93 | NA | NA | NA | … | … | 8.58 | 19.33 | 13.27 | 5.11 | -1.12 | 22.41 | -4.10 | 21.78 | -5.43 | 8.88 |
| Sharpe Ratio | NA | 2.07 | 1.23 | 0.62 | NA | NA | NA | … | … | 1.87 | 1.30 | 1.04 | 0.13 | -0.16 | 2.20 | -0.14 | 2.26 | -0.58 | 1.93 |
| Standard Deviation(%) | NA | 9.21 | 10.93 | 12.21 | NA | NA | NA | … | … | 10.57 | 12.72 | 9.31 | 11.11 | 16.50 | 10.16 | 29.98 | 8.98 | 11.75 | 5.57 |
| Draw Down(%) | NA | 6.89 | 11.44 | 17.18 | NA | NA | NA | … | … | 6.89 | 11.44 | 5.74 | 10.14 | 17.18 | 4.34 | 36.34 | 5.32 | 11.99 | 3.05 |
| Yield(%) | 0.00 | 9.19 | 5.99 | 4.96 | 4.74 | 3.16 | 2.37 | … | … | 0.38 | 9.74 | 2.97 | 3.95 | 4.41 | 3.44 | 4.05 | 4.41 | 6.23 | 2.96 |
Data as of 06/04/2026, Common starting date is 03/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGEFX (Destinations Equity Income Fund) |
0.24%
Oct 2017 – Oct 2020 |
4.27%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGEFX (Destinations Equity Income Fund) |
17.09%
May 2023 – May 2026 |
13.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart