Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DLNDY (D&L Industries Inc ADR) 23.33% -37.72% -20.25% -16.27% -9.33% NA NA
Data as of 06/04/2026, Common starting date is 10/23/2015
More Performance Analytics Comparison
Name Start Date End Date
DLNDY (D&L Industries Inc ADR) 10/23/2015 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 2016 2015
Annualized Return (%) -2.63 -37.72 -20.25 -16.27 -9.33 NA NA 23.33 -52.42 -9.24 -14.57 -20.76 18.33 -8.43 -9.26 -3.11 1.20 14.32 -18.14
Sharpe Ratio NA -0.35 -0.27 -0.24 -0.17 NA NA 0.80 -0.46 -0.24 -0.48 -0.53 0.62 -0.16 -0.22 -0.07 0.01 0.20 -0.54
Standard Deviation(%) NA 120.81 86.02 70.75 62.88 NA NA 95.03 121.65 53.57 38.46 42.11 29.71 54.19 48.32 63.55 52.39 70.93 123.08
Draw Down(%) NA 56.98 65.98 73.09 79.00 NA NA 25.65 58.92 26.34 31.33 37.39 16.28 59.03 31.15 32.89 28.58 27.94 28.81
Yield(%) 0.00 3.79 2.38 2.06 1.86 1.08 0.81 0.00 4.00 0.00 3.68 2.44 2.40 2.09 2.61 2.21 1.53 1.62 0.00
Data as of 06/04/2026, Common starting date is 10/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLNDY (D&L Industries Inc ADR) -28.28%
Dec 2022 – Dec 2025
-19.13%
Dec 2020 – Dec 2025
-10.71%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLNDY (D&L Industries Inc ADR) 19.42%
Mar 2020 – Mar 2023
6.05%
May 2020 – May 2025
-6.48%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return