Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUSQX (U.S. Lg Cap Eq Portfolio Inst Cl) | 11.19% | 27.68% | 22.18% | 13.15% | 15.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUSQX (U.S. Lg Cap Eq Portfolio Inst Cl) | 06/24/2013 | 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 (%) | 0.63 | 27.68 | 22.18 | 13.15 | 15.10 | NA | NA | … | … | 11.19 | 17.21 | 24.25 | 24.23 | -16.85 | 26.47 | 18.89 | 31.52 | -6.23 | 22.08 | 12.73 | -0.72 | 12.08 | 17.57 |
| Sharpe Ratio | NA | 2.25 | 1.33 | 0.64 | 0.76 | NA | NA | … | … | 1.97 | 0.79 | 1.66 | 1.59 | -0.76 | 1.99 | 0.57 | 2.32 | -0.45 | 2.99 | 0.92 | -0.05 | 1.03 | 3.75 |
| Standard Deviation(%) | NA | 11.46 | 14.53 | 16.70 | 17.72 | NA | NA | … | … | 13.06 | 18.40 | 12.44 | 13.09 | 24.02 | 13.27 | 32.62 | 12.97 | 17.11 | 7.19 | 13.56 | 15.43 | 11.76 | 9.64 |
| Draw Down(%) | NA | 8.58 | 19.00 | 23.73 | 34.83 | NA | NA | … | … | 8.58 | 19.00 | 8.23 | 9.83 | 23.73 | 5.09 | 34.83 | 7.04 | 20.47 | 3.06 | 10.77 | 12.51 | 8.42 | 4.38 |
| Yield(%) | 0.00 | 0.85 | 2.65 | 3.20 | 4.36 | 4.17 | 3.12 | … | … | 0.00 | 1.14 | 1.37 | 5.87 | 3.83 | 5.09 | 1.64 | 2.13 | 1.63 | 1.92 | 2.02 | 1.71 | 1.88 | 0.91 |
Data as of 06/04/2026, Common starting date is 06/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUSQX (U.S. Lg Cap Eq Portfolio Inst Cl) |
3.73%
Mar 2017 – Mar 2020 |
5.41%
Mar 2015 – Mar 2020 |
10.54%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUSQX (U.S. Lg Cap Eq Portfolio Inst Cl) |
25.52%
Dec 2018 – Dec 2021 |
18.72%
Mar 2020 – Mar 2025 |
15.23%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart