Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMCAX (Power Dividend Mid-Cap Index Fund) | NA | 17.39% | -4.68% | NA | NA | NA | NA | … | … |
Data as of 03/24/2021, Common starting date is 12/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMCAX (Power Dividend Mid-Cap Index Fund) | 12/28/2017 | 03/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.39 | -4.68 | NA | NA | NA | NA | … | … | 8.41 | -24.81 | 8.54 | -4.84 | -0.10 |
| Sharpe Ratio | NA | 1.82 | -0.31 | NA | NA | NA | NA | … | … | 3.21 | -1.19 | 0.53 | -0.46 | NA |
| Standard Deviation(%) | NA | 9.52 | 16.15 | NA | NA | NA | NA | … | … | 13.63 | 20.98 | 13.42 | 13.43 | 0.00 |
| Draw Down(%) | NA | 5.19 | 34.79 | NA | NA | NA | NA | … | … | 5.19 | 34.63 | 9.50 | 12.31 | 0.10 |
| Yield(%) | 0.00 | 0.79 | 1.60 | 0.93 | 0.47 | 0.31 | 0.23 | … | … | 0.00 | 0.54 | 1.62 | 2.59 | 0.00 |
Data as of 03/24/2021, Common starting date is 12/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMCAX (Power Dividend Mid-Cap Index Fund) |
-8.40%
Jan 2018 – Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMCAX (Power Dividend Mid-Cap Index Fund) |
-4.84%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart