Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDICX (DIVERSIFIED INCOME FUND C) | 0.17% | 6.54% | 7.18% | 1.42% | 3.12% | 3.27% | 4.27% | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDICX (DIVERSIFIED INCOME FUND C) | 08/04/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 6.54 | 7.18 | 1.42 | 3.12 | 3.27 | 4.27 | … | … | 0.17 | 9.26 | 5.15 | 9.16 | -14.77 | -0.80 | 5.15 | 11.51 | -2.10 | 7.74 | 9.20 | 0.11 | 1.83 | -2.02 | 13.69 | 3.24 | 12.58 | 30.08 | -14.32 | 2.81 | 6.41 | 5.05 | 8.10 | 9.40 |
| Sharpe Ratio | NA | 1.43 | 1.08 | -0.19 | 0.34 | NA | NA | … | … | -0.18 | 1.76 | 0.40 | 1.02 | -2.32 | -0.29 | 0.56 | 3.66 | -1.22 | 2.95 | 2.21 | 0.02 | 0.49 | -0.50 | 6.24 | 0.80 | 3.08 | 5.11 | -1.71 | -0.09 | 0.94 | 0.82 | 1.54 | 6.49 |
| Standard Deviation(%) | NA | 3.70 | 4.22 | 4.89 | 4.81 | NA | NA | … | … | 4.59 | 3.65 | 3.79 | 5.45 | 7.00 | 2.83 | 8.79 | 2.74 | 2.87 | 2.41 | 4.07 | 3.68 | 3.70 | 4.14 | 2.20 | 4.01 | 4.06 | 5.86 | 8.88 | 3.79 | 3.21 | 3.42 | 4.63 | 3.65 |
| Draw Down(%) | NA | 3.55 | 4.47 | 20.69 | 20.69 | NA | NA | … | … | 3.55 | 3.44 | 2.30 | 5.33 | 19.50 | 3.16 | 15.52 | 1.25 | 3.05 | 1.40 | 3.59 | 5.25 | 6.81 | 8.60 | 1.35 | 6.52 | 3.95 | 7.82 | 22.43 | 5.10 | 3.76 | 3.13 | 7.31 | 1.00 |
| Yield(%) | 0.00 | 4.20 | 4.33 | 3.27 | 3.48 | 3.92 | 4.51 | … | … | 1.46 | 4.59 | 4.12 | 3.73 | 3.11 | 2.34 | 2.58 | 3.97 | 3.14 | 3.86 | 4.01 | 6.08 | 9.02 | 4.11 | 4.88 | 4.69 | 4.55 | 6.00 | 6.70 | 4.96 | 5.85 | 5.36 | 4.33 | 1.73 |
Data as of 06/05/2026, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDICX (DIVERSIFIED INCOME FUND C) |
-4.79%
Sep 2019 – Sep 2022 |
-1.35%
Sep 2017 – Sep 2022 |
1.13%
Oct 2012 – Oct 2022 |
3.29%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDICX (DIVERSIFIED INCOME FUND C) |
17.10%
Feb 2009 – Feb 2012 |
12.01%
Nov 2008 – Nov 2013 |
7.71%
Feb 2009 – Feb 2019 |
5.81%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart