Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DX-PC (Dynex Capital Inc) | 4.38% | 12.90% | 14.62% | 8.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DX-PC (Dynex Capital Inc) | 02/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 12.90 | 14.62 | 8.34 | NA | NA | NA | … | … | 4.38 | 9.37 | 19.24 | 13.90 | -9.71 | 13.01 | 5.31 |
| Sharpe Ratio | NA | 1.65 | 1.51 | 0.53 | NA | NA | NA | … | … | 1.23 | 1.11 | 2.40 | 0.67 | -0.66 | 1.79 | 0.08 |
| Standard Deviation(%) | NA | 5.77 | 7.88 | 11.30 | NA | NA | NA | … | … | 5.84 | 5.89 | 6.50 | 15.32 | 17.00 | 7.26 | 79.14 |
| Draw Down(%) | NA | 1.91 | 6.21 | 19.86 | NA | NA | NA | … | … | 1.65 | 2.11 | 2.24 | 10.77 | 19.86 | 1.91 | 54.44 |
| Yield(%) | 0.00 | 9.72 | 8.97 | 7.29 | 4.51 | 3.01 | 2.26 | … | … | 2.28 | 9.19 | 7.43 | 7.92 | 6.62 | 7.03 | 6.17 |
Data as of 06/04/2026, Common starting date is 02/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DX-PC (Dynex Capital Inc) |
5.14%
Dec 2020 – Dec 2023 |
7.63%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DX-PC (Dynex Capital Inc) |
16.29%
Oct 2022 – Oct 2025 |
15.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart