Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEFDF (Delfi Limited) | 23.44% | 41.03% | -2.79% | 8.03% | -3.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEFDF (Delfi Limited) | 04/19/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.06 | 41.03 | -2.79 | 8.03 | -3.22 | NA | NA | … | … | 23.44 | 12.67 | -24.40 | 52.79 | 11.57 | 15.75 | -29.69 | -21.73 | -13.51 | -25.49 | 11.51 | -48.36 | 14.93 | -6.13 | 72.02 |
| Sharpe Ratio | NA | 0.82 | -0.25 | 0.22 | -0.12 | NA | NA | … | … | 1.40 | 0.27 | -1.30 | 1.54 | 0.41 | 0.40 | -0.43 | -0.62 | -0.35 | -0.82 | 0.19 | -1.36 | 0.53 | -0.19 | 2.55 |
| Standard Deviation(%) | NA | 46.64 | 31.22 | 31.28 | 41.45 | NA | NA | … | … | 46.50 | 36.90 | 21.55 | 32.12 | 24.97 | 39.51 | 69.47 | 37.61 | 42.31 | 32.16 | 59.55 | 35.63 | 28.11 | 33.02 | 46.42 |
| Draw Down(%) | NA | 20.52 | 41.41 | 41.99 | 77.65 | NA | NA | … | … | 20.52 | 17.19 | 27.91 | 17.78 | 15.25 | 23.89 | 43.03 | 32.82 | 32.77 | 42.69 | 27.86 | 51.74 | 15.24 | 28.71 | 0.00 |
| Yield(%) | 0.00 | 4.79 | 3.55 | 5.36 | 2.32 | 2.34 | 1.75 | … | … | 2.71 | 3.81 | 5.27 | 8.77 | 5.56 | 6.12 | 2.78 | 2.13 | 1.80 | 1.22 | 7.59 | 1.76 | 2.36 | 1.46 | 2.45 |
Data as of 06/03/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFDF (Delfi Limited) |
-33.55%
Jun 2017 – Jun 2020 |
-27.85%
Jun 2015 – Jun 2020 |
-12.13%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFDF (Delfi Limited) |
40.09%
Jun 2020 – Jun 2023 |
13.31%
Apr 2021 – Apr 2026 |
-1.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart