Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGIVX (DGHM V2000 SMALLCAP VALUE FUND INSTITUTIONAL CLASS) | NA | -20.32% | -8.30% | 3.59% | 4.21% | NA | NA | … | … |
Data as of 01/19/2021, Common starting date is 07/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGIVX (DGHM V2000 SMALLCAP VALUE FUND INSTITUTIONAL CLASS) | 07/02/2010 | 01/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.32 | -8.30 | 3.59 | 4.21 | NA | NA | … | … | 0.00 | -19.98 | 20.97 | -17.51 | 8.20 | 23.76 | -3.96 | 4.22 | 30.47 | 16.55 | -6.67 | 27.31 |
| Sharpe Ratio | NA | -0.50 | -0.32 | 0.12 | 0.18 | NA | NA | … | … | 0.00 | -0.47 | 0.96 | -1.16 | 0.65 | 1.42 | -0.26 | 0.29 | 2.20 | 1.11 | -0.23 | 2.98 |
| Standard Deviation(%) | NA | 42.54 | 28.79 | 23.97 | 21.39 | NA | NA | … | … | NA | 42.48 | 20.35 | 16.24 | 11.70 | 16.50 | 15.05 | 14.61 | 13.81 | 15.01 | 28.89 | 20.81 |
| Draw Down(%) | NA | 44.77 | 48.30 | 48.30 | 48.30 | NA | NA | … | … | 0.00 | 44.77 | 11.97 | 26.58 | 7.18 | 11.73 | 11.56 | 13.87 | 5.59 | 10.04 | 25.84 | 8.76 |
| Yield(%) | 0.00 | 4.51 | 5.83 | 6.76 | 6.31 | 5.44 | 4.08 | … | … | 0.00 | 4.53 | 11.99 | 4.88 | 5.43 | 0.69 | 0.46 | 0.56 | 1.21 | 3.21 | 33.07 | 2.08 |
Data as of 01/19/2021, Common starting date is 07/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIVX (DGHM V2000 SMALLCAP VALUE FUND INSTITUTIONAL CLASS) |
-10.76%
Mar 2017 – Mar 2020 |
-3.96%
Mar 2015 – Mar 2020 |
4.27%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIVX (DGHM V2000 SMALLCAP VALUE FUND INSTITUTIONAL CLASS) |
18.35%
Sep 2011 – Sep 2014 |
13.55%
Sep 2011 – Sep 2016 |
6.73%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart