Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOTDF (dotdigital Group Plc) | NA | -21.69% | 1.94% | -11.44% | 5.32% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOTDF (dotdigital Group Plc) | 04/24/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.69 | 1.94 | -11.44 | 5.32 | NA | NA | … | … | -24.28 | -9.81 | 30.46 | -60.90 | 29.18 | 68.96 | 0.80 | 13.64 | 83.03 | 5.33 | 0.00 | -4.57 |
| Sharpe Ratio | NA | -0.77 | -0.03 | -0.14 | 0.05 | NA | NA | … | … | -1.02 | -0.63 | 0.43 | -0.56 | 0.16 | 1.88 | -0.02 | 0.31 | 2.33 | 0.99 | 0.00 | -1.15 |
| Standard Deviation(%) | NA | 32.04 | 45.00 | 100.53 | 74.28 | NA | NA | … | … | 33.73 | 26.18 | 61.87 | 110.85 | 182.45 | 36.38 | 25.95 | 40.23 | 35.59 | 5.19 | NA | 5.71 |
| Draw Down(%) | NA | 27.42 | 42.25 | 93.39 | 93.39 | NA | NA | … | … | 27.42 | 23.23 | 37.04 | 72.96 | 83.56 | 12.14 | 14.62 | 29.66 | 0.00 | 0.00 | 0.00 | 4.63 |
| Yield(%) | 0.00 | 1.25 | 1.52 | 0.73 | 2.00 | 1.27 | 0.95 | … | … | 1.21 | 0.97 | 1.23 | 0.42 | 0.53 | 0.79 | 0.80 | 0.91 | 1.66 | 1.75 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOTDF (dotdigital Group Plc) |
-28.27%
Oct 2021 – Oct 2024 |
-8.83%
Aug 2020 – Aug 2025 |
6.11%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOTDF (dotdigital Group Plc) |
39.59%
Oct 2018 – Oct 2021 |
41.42%
Oct 2016 – Oct 2021 |
8.75%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart