Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DK (Delek US Holdings, Inc.) | 64.78% | 160.41% | 34.62% | 18.29% | 16.59% | 12.37% | 9.29% | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DK (Delek US Holdings, Inc.) | 05/04/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.47 | 160.41 | 34.62 | 18.29 | 16.59 | 12.37 | 9.29 | … | … | 64.78 | 68.73 | -24.98 | -0.80 | 84.03 | -6.72 | -49.56 | 6.59 | -4.91 | 47.21 | 1.54 | -7.49 | -14.67 | 41.29 | 127.94 | 61.20 | 9.45 | 31.18 | -73.27 | 26.86 | 1.08 |
| Sharpe Ratio | NA | 2.77 | 0.63 | 0.29 | 0.26 | NA | NA | … | … | 3.69 | 1.10 | -0.69 | -0.12 | 1.32 | -0.12 | -0.49 | 0.13 | -0.16 | 1.35 | 0.02 | -0.19 | -0.42 | 0.98 | 3.30 | 1.06 | 0.24 | 0.48 | -0.81 | 0.57 | -0.04 |
| Standard Deviation(%) | NA | 57.05 | 49.99 | 52.63 | 56.10 | NA | NA | … | … | 59.11 | 60.06 | 41.52 | 37.84 | 62.70 | 56.11 | 102.15 | 40.82 | 39.66 | 34.77 | 55.48 | 38.92 | 35.19 | 42.17 | 39.25 | 57.67 | 39.08 | 65.36 | 91.24 | 42.04 | 43.94 |
| Draw Down(%) | NA | 36.02 | 63.60 | 63.60 | 84.25 | NA | NA | … | … | 21.51 | 42.23 | 52.88 | 27.93 | 35.83 | 46.68 | 73.49 | 29.87 | 50.03 | 24.46 | 50.71 | 44.27 | 26.84 | 48.87 | 15.64 | 41.48 | 25.64 | 50.52 | 80.59 | 40.42 | 30.66 |
| Yield(%) | 0.00 | 5.33 | 4.47 | 3.30 | 5.67 | 5.86 | 4.48 | … | … | 1.71 | 5.53 | 3.81 | 3.59 | 3.78 | 0.00 | 2.74 | 3.44 | 2.68 | 2.37 | 2.60 | 2.46 | 3.03 | 3.80 | 4.51 | 4.72 | 2.18 | 2.91 | 0.79 | 3.60 | 0.25 |
Data as of 06/05/2026, Common starting date is 05/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DK (Delek US Holdings, Inc.) |
-35.97%
Aug 2007 – Aug 2010 |
-15.33%
Oct 2015 – Oct 2020 |
-7.24%
Apr 2015 – Apr 2025 |
1.64%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DK (Delek US Holdings, Inc.) |
80.63%
May 2010 – May 2013 |
49.44%
Dec 2008 – Dec 2013 |
25.70%
Nov 2008 – Nov 2018 |
15.77%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart