Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLDFX (Destinations Low Duration Fixed Income Fund) | 1.48% | 5.00% | 6.27% | 4.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLDFX (Destinations Low Duration Fixed Income Fund) | 07/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.00 | 6.27 | 4.47 | NA | NA | NA | … | … | 1.48 | 5.78 | 6.08 | 8.19 | -1.48 | 5.70 | 1.51 | 3.62 | 1.78 | -32.57 |
| Sharpe Ratio | NA | 1.61 | 1.98 | 1.18 | NA | NA | NA | … | … | 0.44 | 2.11 | 1.81 | 2.92 | -1.71 | 3.16 | 0.35 | 2.49 | 0.49 | -0.94 |
| Standard Deviation(%) | NA | 1.60 | 1.49 | 1.64 | NA | NA | NA | … | … | 1.98 | 1.37 | 1.36 | 1.57 | 1.71 | 1.80 | 3.60 | 0.86 | 0.80 | 59.55 |
| Draw Down(%) | NA | 0.53 | 0.93 | 2.79 | NA | NA | NA | … | … | 0.53 | 0.93 | 0.55 | 0.55 | 2.79 | 0.23 | 8.64 | 0.34 | 0.43 | 34.08 |
| Yield(%) | 0.00 | 5.52 | 5.60 | 5.12 | 2.52 | 1.68 | 1.26 | … | … | 0.61 | 6.11 | 5.66 | 5.88 | 5.33 | 4.08 | 3.76 | 3.48 | 3.47 | 0.87 |
Data as of 06/04/2026, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLDFX (Destinations Low Duration Fixed Income Fund) |
1.55%
Sep 2019 – Sep 2022 |
2.04%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLDFX (Destinations Low Duration Fixed Income Fund) |
6.72%
Sep 2022 – Sep 2025 |
5.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart