Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO - INSITUTIONAL CLASS) | 3.26% | 2.65% | 4.19% | 2.66% | 3.03% | 3.74% | 3.37% | 3.37% |
Data as of 07/01/2025, AR inception is 03/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO - INSITUTIONAL CLASS) | 03/08/2004 | 07/01/2025 |
| 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 2.65 | 4.19 | 2.66 | 3.03 | 3.74 | 3.37 | 3.37 | 3.26 | 3.44 | 6.80 | -8.69 | 3.35 | 5.95 | 9.80 | -1.84 | 6.64 | 4.96 | -0.78 | 2.59 | 5.85 | 7.00 | 1.63 | 8.11 | 13.88 | -8.70 | 1.45 | 6.14 | -0.10 | 2.86 |
| Sharpe Ratio | NA | -0.15 | 0.16 | 0.14 | 0.33 | NA | NA | 0.42 | 0.61 | -0.62 | 0.68 | -1.52 | 0.85 | 0.75 | 2.95 | -0.89 | 3.18 | 1.30 | -0.23 | 0.96 | 1.74 | 1.98 | 0.27 | 1.61 | 1.52 | -1.04 | -0.32 | 0.85 | -0.54 | 0.68 |
| Standard Deviation(%) | NA | 5.98 | 5.13 | 4.98 | 4.67 | NA | NA | 5.06 | 5.41 | 5.09 | 3.77 | 6.64 | 3.91 | 7.61 | 2.85 | 3.58 | 1.90 | 3.66 | 3.56 | 2.68 | 3.33 | 3.54 | 6.02 | 4.98 | 9.04 | 9.19 | 4.85 | 3.40 | 4.21 | 3.63 |
| Draw Down(%) | NA | 6.86 | 6.86 | 13.36 | 13.36 | NA | NA | 18.59 | 3.76 | 5.09 | 2.51 | 11.26 | 3.42 | 10.45 | 1.39 | 4.87 | 0.76 | 2.16 | 3.86 | 2.23 | 3.44 | 2.66 | 5.68 | 3.60 | 8.31 | 14.69 | 4.04 | 2.69 | 3.08 | 3.80 |
| Yield(%) | 0.00 | 2.59 | 2.67 | 2.09 | 2.13 | 2.38 | 2.21 | 2.22 | 0.26 | 3.40 | 2.89 | 1.85 | 1.35 | 0.90 | 2.76 | 2.85 | 2.10 | 1.91 | 0.96 | 2.03 | 1.53 | 1.85 | 2.22 | 2.10 | 3.10 | 2.96 | 0.00 | 0.00 | 0.00 | 1.64 |
Data as of 07/01/2025, AR inception is 03/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO - INSITUTIONAL CLASS) |
-2.93%
Feb 2006 - Feb 2009 |
1.03%
Apr 2004 - Apr 2009 |
2.48%
Sep 2012 - Sep 2022 |
2.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO - INSITUTIONAL CLASS) |
11.07%
Feb 2009 - Feb 2012 |
8.63%
Feb 2009 - Feb 2014 |
5.67%
Feb 2009 - Feb 2019 |
4.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart