Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDUCX (Duff & Phelps Utility and Corporate Bd Trust) | NA | 11.95% | 2.18% | 2.01% | 2.96% | 4.04% | 4.60% | … | … |
Data as of 03/22/2021, Common starting date is 11/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDUCX (Duff & Phelps Utility and Corporate Bd Trust) | 11/20/1998 | 03/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.95 | 2.18 | 2.01 | 2.96 | 4.04 | 4.60 | … | … | -3.02 | 2.29 | 6.72 | -3.54 | 2.18 | 5.33 | -0.45 | 5.12 | -1.47 | 9.06 | 7.69 | 7.39 | 18.69 | -2.41 | 4.01 | 2.65 | 0.08 | 5.15 | 14.59 | 6.76 | 13.15 | 9.73 | -15.21 | 3.21 |
| Sharpe Ratio | NA | 2.62 | 0.09 | 0.19 | 0.59 | NA | NA | … | … | -4.51 | 0.34 | 1.44 | -2.02 | 0.65 | 1.72 | -0.13 | 1.66 | -0.36 | 2.41 | 1.39 | 1.56 | 3.61 | -0.41 | 0.21 | -0.18 | -0.45 | 0.64 | 1.75 | 0.63 | 1.20 | 0.71 | -2.13 | 3.25 |
| Standard Deviation(%) | NA | 3.77 | 4.31 | 3.72 | 3.89 | NA | NA | … | … | 2.97 | 6.08 | 3.67 | 2.42 | 2.39 | 2.96 | 3.74 | 3.07 | 4.23 | 3.76 | 5.50 | 4.68 | 5.15 | 8.03 | 4.73 | 3.68 | 4.62 | 6.53 | 7.93 | 8.98 | 9.14 | 7.98 | 8.65 | 9.62 |
| Draw Down(%) | NA | 4.57 | 12.38 | 12.38 | 12.38 | NA | NA | … | … | 3.02 | 12.38 | 2.38 | 4.29 | 1.29 | 2.73 | 3.11 | 1.93 | 6.03 | 2.11 | 3.57 | 4.37 | 4.47 | 13.88 | 3.23 | 3.03 | 4.11 | 7.87 | 9.56 | 6.97 | 5.57 | 7.66 | 16.10 | 3.03 |
| Yield(%) | 0.00 | 4.08 | 2.28 | 3.41 | 4.77 | 5.24 | 5.54 | … | … | 1.56 | 2.48 | 1.27 | 2.09 | 5.66 | 5.96 | 5.60 | 7.14 | 7.06 | 7.18 | 7.19 | 7.17 | 7.82 | 6.63 | 6.49 | 6.70 | 7.54 | 7.42 | 7.93 | 7.77 | 7.94 | 8.44 | 0.00 | 0.00 |
Data as of 03/22/2021, Common starting date is 11/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDUCX (Duff & Phelps Utility and Corporate Bd Trust) |
-0.74%
Mar 2017 – Mar 2020 |
0.27%
Mar 2015 – Mar 2020 |
2.74%
Mar 2010 – Mar 2020 |
3.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDUCX (Duff & Phelps Utility and Corporate Bd Trust) |
15.49%
May 2000 – May 2003 |
10.57%
May 2000 – May 2005 |
7.76%
May 2000 – May 2010 |
6.82%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart