Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VDAFX (DYNAMIC ALLOCATION FUND DYNAMIC ALLOCATION FUND) | 6.44% | 15.91% | 12.96% | 5.71% | 6.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDAFX (DYNAMIC ALLOCATION FUND DYNAMIC ALLOCATION FUND) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 15.91 | 12.96 | 5.71 | 6.68 | NA | NA | … | … | 6.44 | 11.29 | 12.77 | 13.23 | -16.05 | -1.72 | 11.15 | 20.31 | -6.92 | 20.33 | 4.84 | -4.57 | 4.24 | 17.13 | 0.30 |
| Sharpe Ratio | NA | 1.83 | 1.10 | 0.35 | 0.51 | NA | NA | … | … | 1.59 | 0.86 | 1.05 | 1.13 | -1.45 | -0.14 | 0.83 | 2.48 | -0.78 | 2.62 | 0.52 | -0.50 | 0.53 | 2.00 | 2.20 |
| Standard Deviation(%) | NA | 7.67 | 9.09 | 9.45 | 10.10 | NA | NA | … | … | 8.66 | 9.79 | 8.71 | 8.51 | 12.14 | 12.47 | 13.01 | 7.60 | 10.68 | 7.55 | 8.92 | 9.29 | 7.92 | 8.56 | 13.09 |
| Draw Down(%) | NA | 5.70 | 10.46 | 20.51 | 23.40 | NA | NA | … | … | 5.70 | 9.97 | 4.62 | 9.31 | 19.91 | 12.65 | 16.56 | 4.33 | 15.16 | 2.74 | 6.56 | 10.08 | 5.44 | 6.45 | 0.70 |
| Yield(%) | 0.00 | 5.45 | 5.53 | 6.21 | 5.99 | 5.05 | 3.78 | … | … | 5.00 | 3.11 | 6.38 | 8.31 | 12.21 | 0.00 | 5.71 | 7.68 | 5.05 | 2.65 | 5.91 | 0.00 | 3.16 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDAFX (DYNAMIC ALLOCATION FUND DYNAMIC ALLOCATION FUND) |
-3.46%
Oct 2020 – Oct 2023 |
0.45%
Sep 2018 – Sep 2023 |
2.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDAFX (DYNAMIC ALLOCATION FUND DYNAMIC ALLOCATION FUND) |
13.50%
Sep 2022 – Sep 2025 |
10.46%
Feb 2016 – Feb 2021 |
6.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart