Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSGR (Distribution Solutions Group, Inc.) | 0.95% | 2.33% | 4.31% | -1.12% | 10.64% | 7.69% | 2.00% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSGR (Distribution Solutions Group, Inc.) | 11/05/1984 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 2.33 | 4.31 | -1.12 | 10.64 | 7.69 | 2.00 | … | … | 0.95 | -16.51 | 9.95 | 71.24 | -32.68 | 7.54 | -2.28 | 64.87 | 27.68 | 3.99 | 1.93 | -12.61 | 118.12 | 23.74 | -35.84 | -38.01 | 41.02 | -22.76 | -39.74 | -17.37 | 21.60 | -24.81 | 51.77 | 6.75 | 19.15 | -4.37 | 17.57 | 0.54 | -22.69 | 36.00 | -10.71 | -5.77 | -10.34 | 14.85 | -3.81 | -9.48 | 28.89 | -10.00 | 25.00 | 41.18 | 7.14 | 20.20 | 1.02 |
| Sharpe Ratio | NA | -0.12 | 0.06 | -0.11 | 0.21 | NA | NA | … | … | -0.08 | -0.55 | 0.09 | 1.52 | -0.68 | 0.21 | -0.04 | 1.94 | 0.68 | 0.08 | 0.04 | -0.26 | 3.53 | 0.66 | -0.76 | -0.76 | 0.79 | -0.29 | -0.41 | -0.46 | 0.43 | -0.78 | 1.66 | 0.17 | 0.54 | -0.16 | 0.40 | -0.08 | -0.70 | 1.13 | -0.51 | -0.41 | -0.44 | 0.45 | -0.21 | -0.39 | 0.83 | -0.65 | 0.66 | 0.93 | 0.10 | 0.57 | 0.05 |
| Standard Deviation(%) | NA | 51.74 | 44.07 | 44.29 | 44.85 | NA | NA | … | … | 72.59 | 35.90 | 37.14 | 44.54 | 49.89 | 35.89 | 66.90 | 32.78 | 38.59 | 41.26 | 40.25 | 48.59 | 33.47 | 35.94 | 47.67 | 50.29 | 51.75 | 79.31 | 99.70 | 44.46 | 43.07 | 34.53 | 30.60 | 35.09 | 33.54 | 41.43 | 33.33 | 33.47 | 36.91 | 28.56 | 27.45 | 23.72 | 30.09 | 28.25 | 28.87 | 33.84 | 28.48 | 24.12 | 30.76 | 39.65 | 29.08 | 26.49 | 25.71 |
| Draw Down(%) | NA | 41.94 | 52.73 | 57.57 | 58.03 | NA | NA | … | … | 37.95 | 31.00 | 22.63 | 27.17 | 52.47 | 24.70 | 57.14 | 14.90 | 21.63 | 32.25 | 32.38 | 28.32 | 15.16 | 42.95 | 66.29 | 50.15 | 30.10 | 62.36 | 60.48 | 36.26 | 26.83 | 42.03 | 17.05 | 25.63 | 22.39 | 23.48 | 14.41 | 20.64 | 34.20 | 12.60 | 20.00 | 18.86 | 29.84 | 16.95 | 29.60 | 33.81 | 23.33 | 22.28 | 23.97 | 35.86 | 28.57 | 20.47 | 7.92 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSGR (Distribution Solutions Group, Inc.) |
-35.32%
Apr 2006 – Apr 2009 |
-27.61%
Sep 2007 – Sep 2012 |
-13.39%
Sep 2002 – Sep 2012 |
-9.21%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSGR (Distribution Solutions Group, Inc.) |
54.08%
Oct 2012 – Oct 2015 |
29.50%
Sep 2012 – Sep 2017 |
18.71%
Jun 2012 – Jun 2022 |
12.64%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart