Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLDZX (Destinations Low Duration Fixed Income Fund Class Z) | 1.45% | 5.09% | 6.44% | 4.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLDZX (Destinations Low Duration Fixed Income Fund Class Z) | 07/19/2018 | 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 (%) | 0.00 | 5.09 | 6.44 | 4.63 | NA | NA | NA | … | … | 1.45 | 5.97 | 6.24 | 8.35 | -1.32 | 5.94 | 1.54 | 3.56 | 0.57 |
| Sharpe Ratio | NA | 1.73 | 2.10 | 1.28 | NA | NA | NA | … | … | 0.42 | 2.26 | 1.88 | 3.05 | -1.60 | 3.25 | 0.37 | 2.35 | -0.38 |
| Standard Deviation(%) | NA | 1.59 | 1.49 | 1.65 | NA | NA | NA | … | … | 1.96 | 1.37 | 1.39 | 1.55 | 1.73 | 1.82 | 3.52 | 0.89 | 0.79 |
| Draw Down(%) | NA | 0.52 | 0.90 | 2.73 | NA | NA | NA | … | … | 0.52 | 0.90 | 0.62 | 0.59 | 2.73 | 0.27 | 8.56 | 0.32 | 0.33 |
| Yield(%) | 0.00 | 5.48 | 5.55 | 5.11 | 3.46 | 2.30 | 1.73 | … | … | 0.61 | 6.07 | 5.51 | 5.86 | 5.34 | 4.14 | 3.83 | 3.33 | 1.17 |
Data as of 06/04/2026, Common starting date is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLDZX (Destinations Low Duration Fixed Income Fund Class Z) |
1.70%
Sep 2019 – Sep 2022 |
2.74%
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 |
|---|---|---|---|---|
| DLDZX (Destinations Low Duration Fixed Income Fund Class Z) |
6.89%
Sep 2022 – Sep 2025 |
5.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart