Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGLCX (GLOBAL STOCK FUND CLASS C) | 5.20% | -4.35% | -1.24% | -2.14% | 3.18% | 5.40% | NA | 4.20% |
Data as of 07/11/2025, AR inception is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGLCX (GLOBAL STOCK FUND CLASS C) | 01/04/2007 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | -4.35 | -1.24 | -2.14 | 3.18 | 5.40 | NA | 4.20 | 5.20 | -1.85 | -0.05 | -28.62 | 6.67 | 11.92 | 28.31 | -2.77 | 22.99 | 4.99 | -0.82 | 1.84 | 17.28 | 17.61 | -2.99 | 9.35 | 33.66 | -31.46 | 9.31 |
| Sharpe Ratio | NA | -0.39 | -0.23 | -0.22 | 0.10 | NA | NA | 0.16 | 0.37 | -0.55 | -0.21 | -1.18 | 0.40 | 0.39 | 2.30 | -0.27 | 3.62 | 0.36 | -0.06 | 0.18 | 1.52 | 1.36 | -0.14 | 0.57 | 1.55 | -0.91 | 0.49 |
| Standard Deviation(%) | NA | 19.35 | 20.11 | 19.68 | 18.41 | NA | NA | 18.75 | 19.57 | 15.34 | 20.98 | 25.49 | 16.62 | 29.72 | 11.72 | 15.32 | 6.21 | 13.26 | 14.14 | 9.96 | 11.33 | 13.00 | 21.52 | 16.36 | 21.69 | 35.54 | 13.23 |
| Draw Down(%) | NA | 23.91 | 27.05 | 43.71 | 43.71 | NA | NA | 44.15 | 16.19 | 13.25 | 17.02 | 30.11 | 12.43 | 29.02 | 6.11 | 16.40 | 2.97 | 8.37 | 12.62 | 7.79 | 8.73 | 12.04 | 16.96 | 14.57 | 16.96 | 44.15 | 8.10 |
| Yield(%) | 0.00 | 2.97 | 1.00 | 0.56 | 3.12 | 3.44 | 2.48 | 2.76 | 2.70 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 5.62 | 5.86 | 8.36 | 4.08 | 5.08 | 0.49 | 0.00 | 0.00 | 0.96 | 0.42 | 0.03 | 0.13 | 0.60 |
Data as of 07/11/2025, AR inception is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLCX (GLOBAL STOCK FUND CLASS C) |
-11.20%
Dec 2021 - Dec 2024 |
-3.52%
Dec 2019 - Dec 2024 |
2.32%
Apr 2015 - Apr 2025 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLCX (GLOBAL STOCK FUND CLASS C) |
19.81%
Feb 2009 - Feb 2012 |
16.30%
Feb 2009 - Feb 2014 |
11.72%
Feb 2009 - Feb 2019 |
8.09%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart