Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DVLN (DVL Inc) 0.00% -5.56% -1.43% 7.21% -1.85% 8.41% 65.89%
Data as of 04/10/2026, Common starting date is 01/03/1996
More Performance Analytics Comparison
Name Start Date End Date
DVLN (DVL Inc) 01/03/1996 04/10/2026
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
Annualized Return (%) 0.00 -5.56 -1.43 7.21 -1.85 8.41 65.89 0.00 -24.44 5.88 19.72 54.35 56.82 -21.43 -17.77 -2.71 -41.67 31.87 13.75 56.86 6.25 92.00 915,650.92 40.00 25.00 -46.67 15.38 -18.75 33.33 -14.29 -26.32 137.50 70.67 -62.50 -11.11 125.00 -73.33 400.00
Sharpe Ratio NA -0.62 -0.18 0.12 -0.09 NA NA 0.00 -1.06 -0.03 0.50 0.91 2.05 -0.49 -2.19 -1.16 -1.40 -0.06 -0.19 1.32 -0.62 0.56 1,022.14 0.27 0.06 -0.62 -0.08 -0.35 0.11 -0.23 -0.34 0.63 0.30 -0.38 -0.16 0.88 -0.52 1.11
Standard Deviation(%) NA 13.32 26.54 40.11 38.05 NA NA 0.00 26.20 21.40 31.48 58.35 48.53 44.29 18.77 20.98 43.51 39.34 24.71 29.03 19.70 133.58 895.80 79.04 105.58 106.99 84.61 118.79 108.35 144.40 132.47 186.14 167.86 225.84 92.31 138.79 147.74 358.07
Draw Down(%) NA 11.14 36.00 36.00 74.19 NA NA 0.00 28.89 13.04 20.00 22.86 11.11 42.86 17.77 10.39 44.44 16.33 18.75 17.19 10.25 62.00 45.24 25.00 45.45 63.16 50.00 50.00 44.44 44.44 40.00 62.50 37.50 82.35 50.00 42.86 83.33 74.29
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
Data as of 04/10/2026, Common starting date is 01/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DVLN (DVL Inc) -37.00%
Feb 1998 – Feb 2001
-34.02%
Mar 1996 – Mar 2001
-10.11%
Jul 1999 – Jul 2009
8.41%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DVLN (DVL Inc) 3,221.08%
Jul 2009 – Jul 2012
778.13%
Jun 2010 – Jun 2015
196.29%
Jun 2006 – Jun 2016
118.45%
May 2001 – May 2016
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return