Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMCIX (Power Dividend Mid-Cap Index Fund) | NA | 17.70% | -4.44% | 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 |
|---|---|---|
| DMCIX (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 | 17.70 | -4.44 | NA | NA | NA | NA | … | … | 8.42 | -24.63 | 8.89 | -4.59 | -0.10 |
| Sharpe Ratio | NA | 1.84 | -0.30 | NA | NA | NA | NA | … | … | 3.21 | -1.18 | 0.56 | -0.44 | NA |
| Standard Deviation(%) | NA | 9.59 | 16.19 | NA | NA | NA | NA | … | … | 13.65 | 21.06 | 13.41 | 13.49 | 0.00 |
| Draw Down(%) | NA | 5.20 | 34.43 | NA | NA | NA | NA | … | … | 5.20 | 34.42 | 9.50 | 12.33 | 0.10 |
| Yield(%) | 0.00 | 1.17 | 1.88 | 1.10 | 0.55 | 0.36 | 0.27 | … | … | 0.00 | 0.81 | 2.05 | 2.75 | 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 |
|---|---|---|---|---|
| DMCIX (Power Dividend Mid-Cap Index Fund) |
-8.15%
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 |
|---|---|---|---|---|
| DMCIX (Power Dividend Mid-Cap Index Fund) |
-4.57%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart