Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGLYX (GLOBAL STOCK FUND CLASS Y) | 5.32% | 3.69% | 12.61% | 9.18% | 9.83% | NA | NA | 9.82% |
Data as of 07/15/2025, AR inception is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGLYX (GLOBAL STOCK FUND CLASS Y) | 07/02/2013 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 3.69 | 12.61 | 9.18 | 9.83 | NA | NA | 9.82 | 5.32 | 7.87 | 21.45 | -19.14 | 17.69 | 19.55 | 29.64 | -1.67 | 24.37 | 6.12 | 0.29 | 2.92 | 12.86 |
| Sharpe Ratio | NA | 0.11 | 0.61 | 0.47 | 0.51 | NA | NA | 0.55 | 0.43 | 0.35 | 1.42 | -0.87 | 1.34 | 0.66 | 2.40 | -0.20 | 3.83 | 0.45 | 0.02 | 0.29 | 2.90 |
| Standard Deviation(%) | NA | 16.95 | 15.90 | 16.45 | 16.76 | NA | NA | 15.87 | 19.60 | 12.17 | 12.68 | 23.78 | 13.18 | 29.12 | 11.75 | 15.37 | 6.22 | 13.20 | 14.15 | 9.99 | 9.45 |
| Draw Down(%) | NA | 17.06 | 17.06 | 29.23 | 29.23 | NA | NA | 29.23 | 16.01 | 7.25 | 12.55 | 28.97 | 7.07 | 28.94 | 6.13 | 16.21 | 2.86 | 8.30 | 12.25 | 7.71 | 4.11 |
| Yield(%) | 0.00 | 10.34 | 12.82 | 10.74 | 9.68 | 7.77 | 5.83 | 9.72 | 2.39 | 9.14 | 18.36 | 8.71 | 9.50 | 6.46 | 6.31 | 6.55 | 9.30 | 4.88 | 6.12 | 1.63 | 0.94 |
Data as of 07/15/2025, AR inception is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLYX (GLOBAL STOCK FUND CLASS Y) |
1.94%
Dec 2021 - Dec 2024 |
6.02%
Dec 2013 - Dec 2018 |
7.89%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGLYX (GLOBAL STOCK FUND CLASS Y) |
22.18%
Dec 2018 - Dec 2021 |
17.41%
Dec 2016 - Dec 2021 |
10.33%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart