Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DYGIX (DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) | 12.36% | 27.19% | 18.81% | 10.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DYGIX (DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) | 11/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 27.19 | 18.81 | 10.60 | NA | NA | NA | … | … | 12.36 | 17.62 | 14.33 | 20.75 | -15.19 | 19.83 | 15.98 | 24.40 | -8.18 | 21.61 | 5.54 |
| Sharpe Ratio | NA | 2.10 | 1.13 | 0.53 | NA | NA | NA | … | … | 2.06 | 0.89 | 0.88 | 1.42 | -0.77 | 1.53 | 0.48 | 1.98 | -0.61 | 2.90 | 4.34 |
| Standard Deviation(%) | NA | 11.96 | 13.97 | 15.57 | NA | NA | NA | … | … | 14.24 | 16.70 | 12.22 | 12.10 | 21.76 | 12.96 | 32.43 | 11.60 | 15.63 | 7.26 | 9.24 |
| Draw Down(%) | NA | 9.18 | 16.65 | 24.24 | NA | NA | NA | … | … | 9.18 | 16.65 | 8.60 | 9.87 | 24.24 | 5.12 | 32.27 | 6.38 | 19.39 | 3.37 | 2.31 |
| Yield(%) | 0.00 | 8.22 | 9.26 | 7.94 | 8.39 | 5.60 | 4.20 | … | … | 0.27 | 8.53 | 15.47 | 1.53 | 2.99 | 15.63 | 2.77 | 3.11 | 1.45 | 9.67 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DYGIX (DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) |
1.79%
Mar 2017 – Mar 2020 |
5.08%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DYGIX (DYNAMIC GROWTH FUND INSTITUTIONAL CLASS) |
20.71%
Sep 2022 – Sep 2025 |
14.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart