Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVHX (Cutler Equity Fund Class II Shares) | 9.21% | 19.80% | 15.51% | 9.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVHX (Cutler Equity Fund Class II Shares) | 10/29/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 19.80 | 15.51 | 9.55 | NA | NA | NA | … | … | 9.21 | 14.36 | 12.48 | 7.15 | -1.26 | 24.57 | 12.76 |
| Sharpe Ratio | NA | 1.65 | 1.03 | 0.50 | NA | NA | NA | … | … | 1.48 | 0.82 | 0.88 | 0.29 | -0.14 | 1.89 | 7.34 |
| Standard Deviation(%) | NA | 9.72 | 11.88 | 13.64 | NA | NA | NA | … | … | 11.42 | 14.10 | 10.06 | 12.07 | 18.66 | 13.00 | 13.89 |
| Draw Down(%) | NA | 6.81 | 14.08 | 17.25 | NA | NA | NA | … | … | 6.81 | 12.97 | 6.71 | 11.19 | 17.25 | 4.93 | 1.98 |
| Yield(%) | 0.00 | 5.51 | 6.65 | 5.93 | 4.27 | 2.85 | 2.13 | … | … | 0.00 | 6.00 | 6.16 | 7.25 | 3.54 | 9.32 | 4.98 |
Data as of 06/04/2026, Common starting date is 10/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVHX (Cutler Equity Fund Class II Shares) |
5.97%
Dec 2021 – Dec 2024 |
9.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVHX (Cutler Equity Fund Class II Shares) |
15.96%
May 2023 – May 2026 |
12.47%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart