Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DINDX (GLOBAL FIXED INCOME OPPORTUNITIES FUND I) | 3.42% | 6.58% | 6.38% | 3.03% | 3.56% | 4.68% | 4.51% | 4.22% |
Data as of 07/17/2025, AR inception is 08/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DINDX (GLOBAL FIXED INCOME OPPORTUNITIES FUND I) | 08/21/1997 | 07/17/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 6.58 | 6.38 | 3.03 | 3.56 | 4.68 | 4.51 | 4.22 | 3.42 | 6.86 | 8.50 | -7.01 | 0.07 | 5.00 | 10.04 | 0.24 | 6.50 | 5.36 | -0.92 | 5.18 | 2.40 | 15.21 | 5.96 | 9.96 | 27.40 | -20.01 | 4.59 | 7.94 | 3.51 | 7.61 | 12.71 | 10.73 | -4.97 | -7.89 | -1.70 | 3.37 | 3.17 |
| Sharpe Ratio | NA | 1.29 | 0.95 | 0.37 | 0.76 | NA | NA | 0.59 | 1.13 | 0.09 | 1.20 | -2.96 | 0.03 | 0.97 | 4.82 | -0.60 | 3.09 | 1.88 | -0.41 | 2.21 | 0.57 | 4.42 | 0.79 | 0.77 | 6.49 | -2.62 | 0.70 | 2.35 | 0.60 | 2.24 | 3.65 | 2.09 | -1.49 | -3.51 | -1.80 | 0.02 | 2.59 |
| Standard Deviation(%) | NA | 2.95 | 3.19 | 2.79 | 2.86 | NA | NA | 4.37 | 3.20 | 2.80 | 3.57 | 2.85 | 1.57 | 4.92 | 1.79 | 1.80 | 1.91 | 2.74 | 2.31 | 2.34 | 4.12 | 3.46 | 7.55 | 12.81 | 4.21 | 7.96 | 2.28 | 1.99 | 2.24 | 2.98 | 3.29 | 4.61 | 4.97 | 3.41 | 2.74 | 2.17 | 2.14 |
| Draw Down(%) | NA | 1.70 | 4.27 | 10.20 | 12.02 | NA | NA | 27.08 | 1.70 | 1.10 | 2.35 | 9.52 | 1.31 | 12.02 | 0.86 | 1.31 | 0.65 | 2.86 | 3.86 | 3.52 | 6.53 | 2.47 | 6.17 | 11.07 | 3.99 | 27.08 | 2.01 | 1.59 | 2.32 | 4.09 | 3.07 | 2.82 | 7.50 | 10.41 | 2.99 | 1.85 | 0.78 |
| Yield(%) | 0.00 | 4.51 | 5.25 | 4.16 | 4.09 | 4.77 | 4.64 | 4.12 | 1.67 | 5.52 | 4.85 | 5.17 | 3.46 | 2.95 | 4.05 | 4.96 | 3.29 | 3.80 | 4.55 | 4.66 | 4.53 | 5.28 | 6.39 | 5.60 | 8.84 | 7.87 | 6.90 | 6.30 | 7.93 | 7.18 | 8.97 | 6.53 | 7.98 | 8.40 | 8.18 | 7.87 | 3.55 |
Data as of 07/17/2025, AR inception is 08/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DINDX (GLOBAL FIXED INCOME OPPORTUNITIES FUND I) |
-5.23%
Jan 1999 - Jan 2002 |
-0.95%
Oct 1997 - Oct 2002 |
0.12%
Nov 1998 - Nov 2008 |
3.71%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DINDX (GLOBAL FIXED INCOME OPPORTUNITIES FUND I) |
16.15%
Feb 2009 - Feb 2012 |
13.09%
Nov 2008 - Nov 2013 |
8.18%
Nov 2008 - Nov 2018 |
6.28%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison Chart