Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGLIX (Global Small Company Portfolio Inst) | 7.85% | 11.06% | 13.24% | 13.85% | NA | NA | NA | 8.79% |
Data as of 07/11/2025, AR inception is 01/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGLIX (Global Small Company Portfolio Inst) | 01/19/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 11.06 | 13.24 | 13.85 | NA | NA | NA | 8.79 | 7.85 | 8.86 | 16.71 | -14.60 | 23.21 | 11.01 | 21.75 | -15.96 | 19.81 |
| Sharpe Ratio | NA | 0.42 | 0.58 | 0.67 | NA | NA | NA | 0.36 | 0.62 | 0.35 | 0.89 | -0.74 | 1.48 | 0.33 | 1.60 | -1.21 | 2.45 |
| Standard Deviation(%) | NA | 18.67 | 17.06 | 17.44 | NA | NA | NA | 18.36 | 20.38 | 14.87 | 14.80 | 21.83 | 15.64 | 32.37 | 12.67 | 14.34 | 8.28 |
| Draw Down(%) | NA | 19.69 | 19.69 | 26.16 | NA | NA | NA | 42.57 | 17.53 | 8.09 | 13.40 | 24.71 | 7.91 | 41.26 | 9.60 | 24.35 | 3.63 |
| Yield(%) | 0.00 | 2.70 | 2.59 | 3.42 | 2.19 | 1.46 | 1.10 | 2.74 | 0.00 | 2.88 | 2.91 | 1.06 | 4.33 | 1.45 | 1.75 | 0.90 | 2.37 |
Data as of 07/11/2025, AR inception is 01/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLIX (Global Small Company Portfolio Inst) |
-7.19%
Mar 2017 - Mar 2020 |
2.21%
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 |
|---|---|---|---|---|
| DGLIX (Global Small Company Portfolio Inst) |
21.37%
Mar 2020 - Mar 2023 |
15.90%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart