Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSMZX (Destinations Small-Mid Cap Equity Fund Class Z) | 19.16% | 41.98% | 19.91% | 8.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSMZX (Destinations Small-Mid Cap Equity Fund Class Z) | 07/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 41.98 | 19.91 | 8.20 | NA | NA | NA | … | … | 19.16 | 14.08 | 14.69 | 11.78 | -19.77 | 26.58 | 23.93 | 30.83 | -15.93 |
| Sharpe Ratio | NA | 2.24 | 0.89 | 0.27 | NA | NA | NA | … | … | 2.37 | 0.50 | 0.65 | 0.50 | -0.83 | 1.30 | 0.61 | 2.11 | -1.81 |
| Standard Deviation(%) | NA | 17.78 | 19.18 | 20.40 | NA | NA | NA | … | … | 19.98 | 22.48 | 17.13 | 16.54 | 25.75 | 20.41 | 38.81 | 13.91 | 18.60 |
| Draw Down(%) | NA | 9.75 | 27.49 | 30.76 | NA | NA | NA | … | … | 9.75 | 24.73 | 9.86 | 14.72 | 28.10 | 10.46 | 42.49 | 7.00 | 24.39 |
| Yield(%) | 0.00 | 11.07 | 8.42 | 9.25 | 7.88 | 5.26 | 3.94 | … | … | 0.00 | 10.59 | 11.47 | 0.64 | 3.69 | 34.35 | 3.27 | 6.46 | 5.86 |
Data as of 06/04/2026, Common starting date is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSMZX (Destinations Small-Mid Cap Equity Fund Class Z) |
-0.22%
Apr 2021 – Apr 2024 |
6.37%
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 |
|---|---|---|---|---|
| DSMZX (Destinations Small-Mid Cap Equity Fund Class Z) |
27.08%
Dec 2018 – Dec 2021 |
16.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart