Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMFZX (Destinations Municipal Fixed Income Fund Class Z) | 1.24% | 5.65% | 3.44% | 1.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMFZX (Destinations Municipal Fixed Income Fund Class Z) | 08/21/2018 | 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 (%) | 0.41 | 5.65 | 3.44 | 1.09 | NA | NA | NA | … | … | 1.24 | 3.82 | 2.14 | 4.71 | -6.01 | 0.00 | 4.04 | 6.01 | 1.10 |
| Sharpe Ratio | NA | 1.45 | 0.14 | -0.54 | NA | NA | NA | … | … | 0.02 | 0.27 | -0.64 | 0.38 | -2.50 | -0.02 | 0.57 | 2.78 | 1.04 |
| Standard Deviation(%) | NA | 1.91 | 2.86 | 2.72 | NA | NA | NA | … | … | 2.32 | 3.42 | 2.33 | 2.81 | 2.99 | 1.28 | 6.63 | 1.63 | 1.42 |
| Draw Down(%) | NA | 2.14 | 4.04 | 9.94 | NA | NA | NA | … | … | 2.14 | 3.84 | 1.77 | 4.32 | 9.32 | 1.69 | 10.00 | 1.45 | 1.23 |
| Yield(%) | 0.00 | 2.94 | 3.01 | 2.43 | 1.91 | 1.27 | 0.95 | … | … | 1.03 | 2.90 | 3.24 | 2.94 | 1.79 | 1.61 | 2.46 | 2.49 | 0.69 |
Data as of 06/04/2026, Common starting date is 08/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMFZX (Destinations Municipal Fixed Income Fund Class Z) |
-2.03%
Oct 2020 – Oct 2023 |
0.28%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMFZX (Destinations Municipal Fixed Income Fund Class Z) |
4.58%
Oct 2022 – Oct 2025 |
1.65%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
