Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDPGX (Duff & Phelps Global Utility Income Fd Inc) | 14.57% | 25.23% | 21.03% | 11.03% | 5.24% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDPGX (Duff & Phelps Global Utility Income Fd Inc) | 08/22/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 25.23 | 21.03 | 11.03 | 5.24 | NA | NA | … | … | 14.57 | 19.03 | 26.61 | -4.41 | -1.19 | 15.97 | -9.24 | 22.96 | -15.57 | 1.08 | 5.80 | -27.82 | 18.23 | 19.64 | -3.58 | 5.36 |
| Sharpe Ratio | NA | 1.71 | 1.11 | 0.46 | 0.18 | NA | NA | … | … | 2.53 | 0.92 | 1.44 | -0.43 | -0.10 | 1.02 | -0.19 | 1.80 | -0.98 | 0.04 | 0.26 | -1.37 | 1.59 | 1.53 | -0.29 | 0.63 |
| Standard Deviation(%) | NA | 13.81 | 17.13 | 19.19 | 22.66 | NA | NA | … | … | 16.07 | 17.62 | 16.01 | 18.73 | 26.20 | 15.59 | 49.01 | 11.96 | 17.32 | 11.13 | 21.26 | 20.36 | 11.42 | 12.81 | 12.75 | 24.67 |
| Draw Down(%) | NA | 6.62 | 17.90 | 27.98 | 52.78 | NA | NA | … | … | 6.62 | 11.44 | 11.31 | 20.97 | 25.48 | 9.82 | 52.52 | 11.50 | 21.82 | 9.81 | 15.88 | 34.03 | 10.71 | 13.67 | 11.66 | 10.79 |
| Yield(%) | 0.44 | 6.25 | 8.30 | 7.69 | 4.99 | 4.36 | 3.27 | … | … | 2.44 | 6.59 | 7.73 | 9.14 | 10.03 | 10.58 | 8.51 | 6.85 | 3.63 | 4.79 | 0.00 | 0.00 | 6.61 | 3.65 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDPGX (Duff & Phelps Global Utility Income Fd Inc) |
-13.22%
Mar 2017 – Mar 2020 |
-10.73%
Mar 2015 – Mar 2020 |
-1.72%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDPGX (Duff & Phelps Global Utility Income Fd Inc) |
22.14%
Feb 2023 – Feb 2026 |
16.06%
Feb 2021 – Feb 2026 |
7.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart