Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRDIX (DEARBORN PARTNERS RISING DIVIDEND FUND DEARBORN PARTNERS RISING DIVIDEND FUND – CLASS I SHARES) | -0.45% | -1.96% | 8.33% | 5.74% | 9.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRDIX (DEARBORN PARTNERS RISING DIVIDEND FUND DEARBORN PARTNERS RISING DIVIDEND FUND – CLASS I SHARES) | 04/11/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | -1.96 | 8.33 | 5.74 | 9.38 | NA | NA | … | … | -0.45 | 2.36 | 13.10 | 13.77 | -11.52 | 24.46 | 10.49 | 30.30 | -0.66 | 15.03 | 11.87 | -4.64 | 14.80 | 8.72 |
| Sharpe Ratio | NA | -0.40 | 0.49 | 0.24 | 0.50 | NA | NA | … | … | -0.28 | -0.04 | 0.96 | 0.86 | -0.62 | 2.13 | 0.32 | 2.73 | -0.15 | 2.50 | 1.08 | -0.34 | 1.56 | 1.20 |
| Standard Deviation(%) | NA | 9.08 | 11.53 | 14.03 | 15.61 | NA | NA | … | … | 9.56 | 14.16 | 9.92 | 11.90 | 20.95 | 11.46 | 31.56 | 10.57 | 14.04 | 5.76 | 10.83 | 13.59 | 9.49 | 10.14 |
| Draw Down(%) | NA | 7.69 | 12.44 | 19.45 | 31.36 | NA | NA | … | … | 6.71 | 11.97 | 5.82 | 10.27 | 19.44 | 5.59 | 31.36 | 4.68 | 14.49 | 2.34 | 7.53 | 11.66 | 5.35 | 6.75 |
| Yield(%) | 0.00 | 3.44 | 4.08 | 3.30 | 3.78 | 3.44 | 2.58 | … | … | 0.23 | 3.54 | 6.62 | 0.91 | 1.64 | 3.06 | 1.32 | 1.89 | 1.52 | 1.96 | 0.89 | 1.42 | 1.99 | 0.64 |
Data as of 06/04/2026, Common starting date is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRDIX (DEARBORN PARTNERS RISING DIVIDEND FUND DEARBORN PARTNERS RISING DIVIDEND FUND – CLASS I SHARES) |
4.42%
Dec 2021 – Dec 2024 |
5.68%
Mar 2015 – Mar 2020 |
8.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRDIX (DEARBORN PARTNERS RISING DIVIDEND FUND DEARBORN PARTNERS RISING DIVIDEND FUND – CLASS I SHARES) |
21.46%
Dec 2018 – Dec 2021 |
15.41%
Dec 2016 – Dec 2021 |
11.10%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
