Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSMFX (Destinations Small-Mid Cap Equity Fund) | 15.02% | 37.08% | 18.42% | 7.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSMFX (Destinations Small-Mid Cap Equity Fund) | 03/21/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | 37.08 | 18.42 | 7.23 | NA | NA | NA | … | … | 15.02 | 13.94 | 14.72 | 11.61 | -19.89 | 26.65 | 23.63 | 30.78 | -7.57 | 12.34 |
| Sharpe Ratio | NA | 1.89 | 0.78 | 0.24 | NA | NA | NA | … | … | 1.76 | 0.48 | 0.65 | 0.49 | -0.83 | 1.31 | 0.60 | 2.10 | -0.56 | 1.73 |
| Standard Deviation(%) | NA | 18.23 | 19.38 | 20.55 | NA | NA | NA | … | … | 20.50 | 22.92 | 17.11 | 16.41 | 25.83 | 20.34 | 38.89 | 13.94 | 16.07 | 8.84 |
| Draw Down(%) | NA | 9.75 | 27.39 | 30.72 | NA | NA | NA | … | … | 9.75 | 24.72 | 9.92 | 14.67 | 28.18 | 10.30 | 42.52 | 7.12 | 24.38 | 5.35 |
| Yield(%) | 0.00 | 7.94 | 6.10 | 7.32 | 7.98 | 5.32 | 3.99 | … | … | 0.00 | 7.58 | 8.28 | 0.29 | 2.75 | 27.52 | 2.50 | 5.08 | 5.17 | 1.03 |
Data as of 06/05/2026, Common starting date is 03/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSMFX (Destinations Small-Mid Cap Equity Fund) |
-0.30%
Apr 2021 – Apr 2024 |
6.28%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSMFX (Destinations Small-Mid Cap Equity Fund) |
26.98%
Dec 2018 – Dec 2021 |
16.00%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart