Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLCZX (Destinations Large Cap Equity Fund Class Z) | 7.28% | 20.70% | 19.22% | 10.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLCZX (Destinations Large Cap Equity Fund Class Z) | 07/17/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 20.70 | 19.22 | 10.25 | NA | NA | NA | … | … | 7.28 | 14.89 | 20.58 | 25.20 | -18.89 | 20.78 | 21.31 | 29.00 | -12.58 |
| Sharpe Ratio | NA | 1.65 | 1.13 | 0.45 | NA | NA | NA | … | … | 1.23 | 0.65 | 1.33 | 1.70 | -0.79 | 1.48 | 0.61 | 2.08 | -1.43 |
| Standard Deviation(%) | NA | 11.75 | 14.67 | 17.33 | NA | NA | NA | … | … | 13.25 | 18.52 | 12.71 | 12.80 | 25.75 | 14.04 | 34.30 | 13.21 | 18.92 |
| Draw Down(%) | NA | 9.83 | 19.04 | 27.84 | NA | NA | NA | … | … | 9.83 | 18.21 | 8.63 | 8.33 | 25.85 | 7.14 | 34.81 | 7.15 | 20.22 |
| Yield(%) | 0.00 | 10.93 | 13.97 | 11.11 | 8.70 | 5.80 | 4.35 | … | … | 0.00 | 11.16 | 21.72 | 7.62 | 5.74 | 22.74 | 2.96 | 2.97 | 4.00 |
Data as of 06/04/2026, Common starting date is 07/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLCZX (Destinations Large Cap Equity Fund Class Z) |
5.54%
Apr 2021 – Apr 2024 |
7.95%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLCZX (Destinations Large Cap Equity Fund Class Z) |
23.64%
Dec 2018 – Dec 2021 |
17.03%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart