Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVVDF (Dividend Select 15 Corp) | 3.57% | 33.59% | 6.90% | 5.58% | NA | NA | NA | … | … |
Data as of 05/12/2026, Common starting date is 08/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVVDF (Dividend Select 15 Corp) | 08/14/2018 | 05/12/2026 |
| 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 (%) | 0.00 | 33.59 | 6.90 | 5.58 | NA | NA | NA | … | … | 3.57 | 20.40 | 7.96 | -6.26 | -20.48 | 84.38 | 7.74 | 16.25 | -17.35 |
| Sharpe Ratio | NA | 2.05 | 0.19 | 0.15 | NA | NA | NA | … | … | 2.66 | 0.95 | 0.19 | -0.62 | -0.83 | 2.36 | 0.17 | 3.48 | -0.85 |
| Standard Deviation(%) | NA | 15.11 | 19.48 | 20.19 | NA | NA | NA | … | … | 2.89 | 18.45 | 23.23 | 15.99 | 26.40 | 35.68 | 43.25 | 4.25 | 48.34 |
| Draw Down(%) | NA | 0.81 | 26.07 | 39.18 | NA | NA | NA | … | … | 0.09 | 9.87 | 17.38 | 14.54 | 22.72 | 13.52 | 28.80 | 0.00 | 25.39 |
| Yield(%) | 0.00 | 11.84 | 8.39 | 8.38 | 7.08 | 4.72 | 3.54 | … | … | 3.47 | 10.29 | 9.41 | 8.61 | 7.96 | 11.81 | 9.85 | 15.15 | 5.43 |
Data as of 05/12/2026, Common starting date is 08/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVVDF (Dividend Select 15 Corp) |
-7.61%
Apr 2022 – Apr 2025 |
5.46%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVVDF (Dividend Select 15 Corp) |
32.18%
Dec 2018 – Dec 2021 |
12.30%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart