Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIALF (Dialight plc) | 21.89% | 245.07% | 18.43% | 3.38% | -3.64% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIALF (Dialight plc) | 08/14/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 32.08 | 245.07 | 18.43 | 3.38 | -3.64 | NA | NA | … | … | 21.89 | 164.47 | -4.40 | -54.57 | -13.15 | 22.49 | 9.67 | -40.59 | -33.11 | -21.27 | 47.77 | -46.15 | -10.37 | -14.19 | -3.88 |
| Sharpe Ratio | NA | 3.32 | 0.20 | 0.01 | -0.09 | NA | NA | … | … | 1.28 | 2.42 | -0.13 | -0.83 | -0.25 | 0.76 | 0.17 | -0.58 | -0.92 | -0.71 | 1.47 | -0.79 | -0.28 | -0.35 | -0.45 |
| Standard Deviation(%) | NA | 73.11 | 74.64 | 66.10 | 57.85 | NA | NA | … | … | 46.70 | 68.62 | 86.75 | 70.98 | 57.97 | 29.47 | 54.22 | 72.91 | 37.59 | 30.77 | 32.36 | 58.49 | 37.62 | 41.05 | 22.61 |
| Draw Down(%) | NA | 10.00 | 58.60 | 70.96 | 89.60 | NA | NA | … | … | 9.51 | 10.69 | 55.69 | 54.57 | 43.27 | 17.59 | 46.15 | 58.83 | 56.76 | 44.69 | 18.07 | 48.26 | 25.63 | 36.84 | 14.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.17 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 | 1.90 | 0.98 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIALF (Dialight plc) |
-42.91%
Apr 2017 – Apr 2020 |
-25.76%
Jul 2014 – Jul 2019 |
-20.39%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIALF (Dialight plc) |
18.43%
May 2023 – May 2026 |
4.09%
Dec 2020 – Dec 2025 |
-3.64%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart