Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPFDX (DAVLIN PHILANTHROPIC FUND DAVLIN PHILANTHROPIC FUND) | NA | -22.26% | -4.21% | 4.72% | NA | NA | NA | … | … |
Data as of 10/07/2016, Common starting date is 12/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPFDX (DAVLIN PHILANTHROPIC FUND DAVLIN PHILANTHROPIC FUND) | 12/19/2008 | 10/07/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.26 | -4.21 | 4.72 | NA | NA | NA | … | … | -18.88 | -11.29 | 10.27 | 31.09 | 15.75 | -8.25 | 15.37 | 28.95 | 22.97 |
| Sharpe Ratio | NA | -0.56 | -0.14 | 0.15 | NA | NA | NA | … | … | -0.68 | -0.76 | 0.89 | 2.71 | 1.18 | -0.33 | 0.93 | 1.27 | 1,648.98 |
| Standard Deviation(%) | NA | 40.20 | 29.61 | 30.44 | NA | NA | NA | … | … | 35.08 | 14.98 | 11.55 | 11.45 | 13.38 | 25.45 | 16.44 | 22.65 | 103.50 |
| Draw Down(%) | NA | 25.39 | 30.67 | 30.67 | NA | NA | NA | … | … | 25.39 | 16.49 | 6.88 | 5.40 | 11.42 | 23.08 | 12.73 | 22.74 | 0.59 |
| Yield(%) | 0.00 | 6.11 | 5.05 | 4.64 | 3.37 | 2.24 | 1.68 | … | … | 0.00 | 5.68 | 4.80 | 4.26 | 1.70 | 0.00 | 0.00 | 3.05 | 0.79 |
Data as of 10/07/2016, Common starting date is 12/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPFDX (DAVLIN PHILANTHROPIC FUND DAVLIN PHILANTHROPIC FUND) |
-4.43%
Sep 2013 – Sep 2016 |
4.26%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPFDX (DAVLIN PHILANTHROPIC FUND DAVLIN PHILANTHROPIC FUND) |
18.72%
Dec 2011 – Dec 2014 |
18.03%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart