Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWC_FROM | NA | 4.24% | 12.62% | 10.22% | NA | NA | NA | … | … |
Data as of 05/30/2023, Common starting date is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWC_FROM | 03/28/2014 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.61 | 4.24 | 12.62 | 10.22 | NA | NA | NA | … | … | 12.18 | -19.98 | 24.89 | 21.69 | 30.67 | -5.29 | 20.99 | 13.03 | -0.23 | 10.97 |
| Sharpe Ratio | NA | 0.05 | 0.61 | 0.41 | NA | NA | NA | … | … | 1.79 | -0.87 | 1.83 | 0.62 | 2.36 | -0.40 | 2.93 | 0.95 | -0.02 | 1.28 |
| Standard Deviation(%) | NA | 21.22 | 19.26 | 21.90 | NA | NA | NA | … | … | 15.67 | 24.80 | 13.62 | 34.41 | 12.57 | 16.66 | 6.97 | 13.41 | 14.96 | 11.39 |
| Draw Down(%) | NA | 16.77 | 25.84 | 34.82 | NA | NA | NA | … | … | 8.31 | 25.76 | 5.56 | 34.82 | 6.97 | 20.32 | 2.69 | 11.64 | 12.04 | 7.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA |
Data as of 05/30/2023, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWC_FROM (DWC_FROM) |
3.78%
Mar 2017 – Mar 2020 |
5.54%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWC_FROM (DWC_FROM) |
25.60%
Dec 2018 – Dec 2021 |
18.93%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart