Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVSPF (Dividend 15 Split Corp) | 14.28% | 59.17% | 21.39% | 13.15% | 11.50% | 7.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVSPF (Dividend 15 Split Corp) | 01/03/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 59.17 | 21.39 | 13.15 | 11.50 | 7.75 | NA | … | … | 14.28 | 53.38 | 28.10 | -18.80 | 4.92 | 34.28 | -8.38 | 31.06 | -23.30 | 15.12 | 10.87 | -9.85 | 8.07 | 17.34 | 10.43 | -9.95 |
| Sharpe Ratio | NA | 3.40 | 0.56 | 0.35 | 0.25 | NA | NA | … | … | 1.79 | 2.06 | 0.78 | -0.54 | 0.11 | 1.62 | -0.10 | 1.86 | -0.74 | 1.28 | 0.21 | -0.63 | 0.36 | 1.03 | 0.54 | -0.44 |
| Standard Deviation(%) | NA | 18.29 | 33.80 | 31.40 | 37.51 | NA | NA | … | … | 22.71 | 24.69 | 31.25 | 42.08 | 32.79 | 21.22 | 84.72 | 15.93 | 33.56 | 11.31 | 50.36 | 15.72 | 22.49 | 16.87 | 19.35 | 22.99 |
| Draw Down(%) | NA | 10.95 | 53.97 | 55.80 | 63.11 | NA | NA | … | … | 10.95 | 17.39 | 15.50 | 54.82 | 24.42 | 10.41 | 62.89 | 7.59 | 39.37 | 6.01 | 41.30 | 22.22 | 16.07 | 8.84 | 14.29 | 22.83 |
| Yield(%) | 1.20 | 19.78 | 13.63 | 11.41 | 10.28 | 6.81 | 5.70 | … | … | 6.57 | 18.48 | 19.78 | 10.54 | 15.75 | 15.35 | 9.28 | 16.03 | 11.23 | 10.70 | 12.67 | 8.50 | 10.38 | 11.88 | 10.98 | 9.85 |
Data as of 06/04/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSPF (Dividend 15 Split Corp) |
-15.89%
May 2017 – May 2020 |
-9.65%
Apr 2015 – Apr 2020 |
-2.47%
Oct 2013 – Oct 2023 |
6.82%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSPF (Dividend 15 Split Corp) |
35.83%
May 2020 – May 2023 |
24.10%
Oct 2020 – Oct 2025 |
13.93%
Jan 2016 – Jan 2026 |
7.70%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart