Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGEZX (Destinations Equity Income Fund Class Z) | 8.63% | 21.38% | 16.45% | 10.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGEZX (Destinations Equity Income Fund Class Z) | 07/17/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 21.38 | 16.45 | 10.09 | NA | NA | NA | … | … | 8.63 | 19.65 | 13.36 | 5.32 | -0.95 | 22.53 | -4.45 | 21.94 | -4.15 |
| Sharpe Ratio | NA | 2.11 | 1.25 | 0.64 | NA | NA | NA | … | … | 1.87 | 1.33 | 1.04 | 0.15 | -0.14 | 2.20 | -0.16 | 2.27 | -0.92 |
| Standard Deviation(%) | NA | 9.17 | 10.90 | 12.22 | NA | NA | NA | … | … | 10.53 | 12.67 | 9.34 | 11.08 | 16.55 | 10.23 | 29.89 | 9.00 | 11.30 |
| Draw Down(%) | NA | 6.82 | 11.39 | 17.11 | NA | NA | NA | … | … | 6.82 | 11.39 | 5.65 | 10.06 | 17.11 | 4.39 | 36.37 | 5.37 | 11.00 |
| Yield(%) | 0.00 | 9.67 | 6.36 | 5.27 | 4.36 | 2.90 | 2.18 | … | … | 0.41 | 10.25 | 3.23 | 4.21 | 4.68 | 3.74 | 3.78 | 4.69 | 5.26 |
Data as of 06/04/2026, Common starting date is 07/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGEZX (Destinations Equity Income Fund Class Z) |
2.78%
Sep 2019 – Sep 2022 |
5.03%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGEZX (Destinations Equity Income Fund Class Z) |
17.28%
May 2023 – May 2026 |
13.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart