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
DMCCX (Power Dividend Mid-Cap Index Fund) NA 16.72% -5.30% 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
DMCCX (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 16.72 -5.30 NA NA NA NA 8.40 -25.39 7.79 -5.52 -0.10
Sharpe Ratio NA 1.74 -0.35 NA NA NA NA 3.26 -1.21 0.48 -0.51 NA
Standard Deviation(%) NA 9.56 16.15 NA NA NA NA 13.41 21.07 13.43 13.35 0.00
Draw Down(%) NA 5.18 35.83 NA NA NA NA 5.18 34.95 9.59 12.44 0.10
Yield(%) 0.00 0.09 0.91 0.53 0.27 0.18 0.13 0.00 0.06 0.51 2.11 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
DMCCX (Power Dividend Mid-Cap Index Fund) -9.04%
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
DMCCX (Power Dividend Mid-Cap Index Fund) -5.47%
Feb 2018 – Feb 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return