Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOLHF (Dolphin Capital Investors Limited) | -16.67% | -37.50% | 0.00% | -3.42% | -4.59% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOLHF (Dolphin Capital Investors Limited) | 09/26/2012 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.50 | 0.00 | -3.42 | -4.59 | NA | NA | … | … | -16.67 | -90.91 | 1,000.00 | 50.00 | -21.57 | 49.63 | -14.86 | -24.03 | -27.06 | -16.26 | -53.86 | -46.34 | -37.88 | 46.67 | 42.86 |
| Sharpe Ratio | NA | -1.14 | 0.02 | -0.04 | -0.06 | NA | NA | … | … | -1.21 | -0.53 | 3.99 | 0.71 | -0.25 | 0.62 | -0.21 | -0.28 | -0.49 | -0.37 | -0.83 | -0.86 | -0.68 | 0.93 | 4.85 |
| Standard Deviation(%) | NA | 35.18 | 181.22 | 149.78 | 120.14 | NA | NA | … | … | 31.82 | 179.05 | 254.43 | 65.09 | 93.61 | 138.94 | 72.51 | 90.24 | 58.08 | 45.73 | 65.00 | 53.99 | 55.47 | 50.16 | 63.38 |
| Draw Down(%) | NA | 41.25 | 92.88 | 92.88 | 92.88 | NA | NA | … | … | 21.67 | 90.91 | 62.50 | 33.33 | 46.67 | 37.50 | 30.86 | 39.38 | 46.09 | 30.84 | 70.45 | 50.00 | 45.80 | 22.22 | 0.97 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOLHF (Dolphin Capital Investors Limited) |
-52.59%
Oct 2013 – Oct 2016 |
-39.43%
Jul 2014 – Jul 2019 |
-23.85%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOLHF (Dolphin Capital Investors Limited) |
134.78%
Dec 2021 – Dec 2024 |
69.55%
Dec 2019 – Dec 2024 |
4.88%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart