Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPRDX (The Real Estate Investment Trust Portfol) | 9.75% | 21.05% | 10.94% | 6.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPRDX (The Real Estate Investment Trust Portfol) | 09/01/2016 | 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.05 | 10.94 | 6.34 | NA | NA | NA | … | … | 9.75 | 18.44 | -0.79 | 7.33 | -6.79 | 19.52 | 1.27 | 30.90 | -7.46 | 1.38 | -4.32 |
| Sharpe Ratio | NA | 2.55 | 0.87 | 0.39 | NA | NA | NA | … | … | 2.53 | 1.69 | -0.50 | 0.37 | -0.57 | 2.25 | 0.04 | 2.70 | -0.54 | 0.07 | -0.70 |
| Standard Deviation(%) | NA | 7.58 | 9.31 | 10.43 | NA | NA | NA | … | … | 8.87 | 9.24 | 8.86 | 10.08 | 14.45 | 8.68 | 22.64 | 10.91 | 16.34 | 10.00 | 18.23 |
| Draw Down(%) | NA | 4.97 | 10.85 | 18.96 | NA | NA | NA | … | … | 4.97 | 7.50 | 8.14 | 10.25 | 18.96 | 3.67 | 31.35 | 4.52 | 13.88 | 6.31 | 12.68 |
| Yield(%) | 0.00 | 2.66 | 2.57 | 4.89 | 5.21 | 3.48 | 2.61 | … | … | 0.81 | 2.45 | 2.73 | 2.15 | 11.88 | 6.90 | 1.70 | 5.00 | 2.87 | 3.87 | 19.07 |
Data as of 06/04/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRDX (The Real Estate Investment Trust Portfol) |
-0.89%
Mar 2017 – Mar 2020 |
3.74%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRDX (The Real Estate Investment Trust Portfol) |
16.58%
Dec 2018 – Dec 2021 |
9.65%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart