Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGLRX (GLOBAL STOCK FUND CLASS I) | -2.21% | 1.04% | 7.18% | 0.48% | 7.16% | 7.30% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGLRX (GLOBAL STOCK FUND CLASS I) | 01/04/2007 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 1.04 | 7.18 | 0.48 | 7.16 | 7.30 | NA | … | … | -2.21 | 8.59 | 7.83 | 21.48 | -27.16 | 8.39 | 13.42 | 29.55 | -1.73 | 24.23 | 6.13 | 0.22 | 3.02 | 18.49 | 18.99 | -1.91 | 10.58 | 35.14 | -30.74 | 10.36 |
| Sharpe Ratio | NA | 0.13 | 0.35 | -0.09 | 0.34 | NA | NA | … | … | -0.21 | 0.36 | 0.35 | 1.42 | -1.14 | 0.51 | 0.44 | 2.40 | -0.20 | 3.79 | 0.45 | 0.01 | 0.30 | 1.64 | 1.48 | -0.09 | 0.64 | 1.61 | -0.89 | 0.56 |
| Standard Deviation(%) | NA | 13.02 | 13.95 | 17.25 | 17.13 | NA | NA | … | … | 15.83 | 15.92 | 12.15 | 12.70 | 25.22 | 16.25 | 29.65 | 11.72 | 15.36 | 6.26 | 13.23 | 14.14 | 10.01 | 11.26 | 12.92 | 21.55 | 16.34 | 21.75 | 35.59 | 13.20 |
| Draw Down(%) | NA | 13.62 | 17.03 | 34.86 | 34.86 | NA | NA | … | … | 13.62 | 16.00 | 7.23 | 12.56 | 29.43 | 11.82 | 28.96 | 6.13 | 16.19 | 2.86 | 8.29 | 12.24 | 7.70 | 8.57 | 11.78 | 16.63 | 14.40 | 16.74 | 43.83 | 7.99 |
| Yield(%) | 0.00 | 22.42 | 15.69 | 7.93 | 8.78 | 8.47 | 7.46 | … | … | 0.00 | 25.45 | 9.10 | 18.29 | 0.40 | 0.30 | 0.59 | 6.21 | 6.47 | 9.19 | 4.83 | 6.09 | 1.62 | 0.95 | 0.95 | 1.94 | 1.08 | 0.89 | 0.49 | 0.77 |
Data as of 06/05/2026, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLRX (GLOBAL STOCK FUND CLASS I) |
-3.76%
Jun 2007 – Jun 2010 |
0.71%
Mar 2021 – Mar 2026 |
5.32%
Oct 2013 – Oct 2023 |
5.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLRX (GLOBAL STOCK FUND CLASS I) |
21.16%
Feb 2009 – Feb 2012 |
17.60%
Feb 2009 – Feb 2014 |
12.94%
Feb 2009 – Feb 2019 |
10.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart