Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DIMC (Dimeco Inc) 23.30% 47.59% 20.18% 12.41% 6.90% 6.71% 5.83%
Data as of 06/04/2026, Common starting date is 01/06/1999
More Performance Analytics Comparison
Name Start Date End Date
DIMC (Dimeco Inc) 01/06/1999 06/04/2026
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 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) -1.28 47.59 20.18 12.41 6.90 6.71 5.83 23.30 14.22 20.48 -17.31 21.81 21.78 -20.94 6.43 18.27 -18.63 21.34 2.02 -4.87 22.63 12.57 -3.36 14.04 -9.34 -15.20 13.70 27.31 -1.60 -20.19 109.80 18.95 40.35 -0.09 -30.95
Sharpe Ratio NA 2.81 0.82 0.41 0.21 NA NA 3.35 0.72 0.71 -0.62 0.68 1.48 -1.06 0.34 0.94 -0.41 1.37 0.11 -0.30 0.89 0.51 -0.18 0.39 -0.22 -0.52 0.71 1.44 -0.18 -0.83 3.28 0.73 1.60 -0.07 -0.81
Standard Deviation(%) NA 17.13 21.22 25.12 25.59 NA NA 20.84 15.79 23.78 34.29 30.10 14.67 19.86 14.65 18.00 47.09 15.45 18.87 16.08 25.50 24.67 19.08 36.11 43.07 30.81 14.96 16.61 21.12 25.55 33.29 24.35 24.08 58.80 42.91
Draw Down(%) NA 4.56 16.79 31.72 39.64 NA NA 4.25 13.13 9.31 28.90 12.03 5.15 28.42 4.71 8.30 39.64 5.88 13.25 10.53 11.11 15.20 13.72 19.68 30.34 20.87 5.98 5.93 13.99 23.54 8.14 11.00 7.24 29.77 30.95
Yield(%) 0.00 4.64 4.72 4.53 5.31 5.36 4.87 1.04 4.50 4.82 3.61 4.06 5.88 3.16 3.02 3.21 3.49 4.03 3.87 3.55 4.16 4.36 3.99 4.36 3.79 2.85 2.90 3.17 2.17 2.14 3.94 4.23 5.07 1.20 0.00
Data as of 06/04/2026, Common starting date is 01/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DIMC (Dimeco Inc) -10.94%
Jul 2017 – Jul 2020
-2.83%
Feb 2004 – Feb 2009
0.15%
Aug 2007 – Aug 2017
1.41%
Jun 2008 – Jun 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DIMC (Dimeco Inc) 51.87%
Dec 2000 – Dec 2003
27.28%
Feb 2000 – Feb 2005
14.68%
Jun 2000 – Jun 2010
11.70%
Apr 2000 – Apr 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return