Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DX (Dynex Capital, Inc.) | 0.15% | 26.14% | 19.93% | 4.31% | 7.86% | 7.00% | 8.87% | … | … |
Data as of 06/04/2026, Common starting date is 02/10/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DX (Dynex Capital, Inc.) | 02/10/1988 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 26.14 | 19.93 | 4.31 | 7.86 | 7.00 | 8.87 | … | … | 0.15 | 29.48 | 13.64 | 11.91 | -15.39 | 2.25 | 17.09 | 11.12 | -8.46 | 13.80 | 21.20 | -11.06 | 16.10 | -4.50 | 16.04 | -6.10 | 37.89 | 49.16 | -19.40 | 25.11 | 2.75 | -11.76 | 28.20 | 26.03 | 130.48 | 110.00 | -84.47 | -65.20 | -65.09 | -9.79 | 46.87 | 88.24 | -62.88 | 41.36 | 92.86 | 104.88 | 64.00 | -61.54 | -18.75 |
| Sharpe Ratio | NA | 1.36 | 0.90 | 0.09 | 0.22 | NA | NA | … | … | -0.03 | 1.39 | 0.52 | 0.30 | -0.53 | 0.13 | 0.24 | 0.62 | -0.60 | 0.97 | 0.94 | -0.58 | 1.18 | -0.20 | 1.03 | -0.23 | 2.25 | 1.86 | -0.67 | 1.66 | -0.04 | -0.78 | 1.04 | 0.87 | 2.27 | 1.10 | -0.55 | -0.68 | -1.01 | -0.60 | 1.70 | 2.26 | -1.48 | 1.54 | 2.21 | 2.66 | 1.05 | -0.73 | -1.11 |
| Standard Deviation(%) | NA | 17.47 | 21.21 | 23.90 | 29.70 | NA | NA | … | … | 20.41 | 19.16 | 19.15 | 28.03 | 32.05 | 17.34 | 70.14 | 15.64 | 16.36 | 13.64 | 22.24 | 19.12 | 13.67 | 22.42 | 15.65 | 26.65 | 16.82 | 26.40 | 30.28 | 13.28 | 16.07 | 17.90 | 26.12 | 29.09 | 57.08 | 100.07 | 161.69 | 101.05 | 67.83 | 22.31 | 25.15 | 37.20 | 44.62 | 25.35 | 40.50 | 37.70 | 55.68 | 92.66 | 23.24 |
| Draw Down(%) | NA | 15.27 | 25.81 | 38.69 | 56.76 | NA | NA | … | … | 15.27 | 21.87 | 9.31 | 29.35 | 33.01 | 19.01 | 56.76 | 20.88 | 14.12 | 8.71 | 16.41 | 19.17 | 7.66 | 27.62 | 16.21 | 25.04 | 6.81 | 12.38 | 37.33 | 9.82 | 9.80 | 17.08 | 17.64 | 16.32 | 29.49 | 43.11 | 95.10 | 75.00 | 68.35 | 17.53 | 12.81 | 16.25 | 67.36 | 13.81 | 18.48 | 18.45 | 15.79 | 75.76 | 32.22 |
| Yield(%) | 0.00 | 16.92 | 15.48 | 8.53 | 9.36 | 8.03 | 10.75 | … | … | 7.24 | 15.71 | 11.66 | 12.02 | 9.16 | 8.87 | 9.80 | 11.47 | 10.34 | 10.33 | 13.23 | 12.40 | 12.58 | 11.48 | 12.53 | 10.04 | 11.12 | 12.87 | 8.02 | 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 06/04/2026, Common starting date is 02/10/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DX (Dynex Capital, Inc.) |
-76.70%
Jan 1998 – Jan 2001 |
-56.50%
Jan 1996 – Jan 2001 |
-25.86%
Feb 1991 – Feb 2001 |
-13.46%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DX (Dynex Capital, Inc.) |
123.80%
Jan 2001 – Jan 2004 |
59.38%
Jan 2001 – Jan 2006 |
35.88%
Jan 2001 – Jan 2011 |
23.21%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison Chart