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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DGSIX (GLOBAL ALLOCATION 60/40 PORTFOLIO - INSTITUTIONAL CLASS) -0.49% 7.86% 7.10% 9.22% 6.36% 6.94% 6.45% 6.40%
MPIQ ETF Allocation Moderate 1.95% 8.70% 2.08% 5.44% 5.87% 6.79% 7.54% 7.28%
Data as of 04/30/2025, AR inception is 03/08/2004
More Performance Analytics Comparison
Name Start Date End Date
DGSIX (GLOBAL ALLOCATION 60/40 PORTFOLIO - INSTITUTIONAL CLASS) 03/08/2004 07/08/2025
MPIQ ETF Allocation Moderate 12/31/2000 07/08/2025
Ticker/Portfolio Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) DGSIX (GLOBAL...AL CLASS) 1.81 7.86 7.10 9.22 6.36 6.94 6.45 6.40 -0.49 11.31 14.59 -12.10 13.56 11.59 18.17 -6.41 14.04 9.16 -1.73 3.71 15.97 13.05 -2.16 13.73 25.53 -25.74 3.89 13.57 7.49 7.65 NA NA NA
MPIQ ETF Allo... Moderate 1.79 8.70 2.08 5.44 5.87 6.79 7.54 7.28 1.95 6.79 7.39 -18.05 15.90 16.06 21.01 -3.36 12.43 12.63 -4.72 10.86 8.68 16.01 1.83 9.28 12.16 7.33 4.13 13.27 4.30 7.55 15.81 -1.60 2.31
Sharpe Ratio DGSIX (GLOBAL...AL CLASS) NA 0.77 0.85 0.76 0.58 NA NA 0.48 0.97 1.05 1.42 -0.99 1.66 0.64 2.35 -0.89 3.14 1.02 -0.21 0.57 2.16 1.47 -0.14 1.10 1.33 -1.12 0.08 1.47 0.86 1.16 NA NA NA
MPIQ ETF Allo... Moderate NA 0.56 0.28 0.41 0.64 NA NA 0.72 0.45 0.41 0.46 -1.94 2.02 1.57 3.12 -0.56 2.77 1.75 -0.57 1.75 0.97 1.94 0.12 0.89 1.08 0.81 0.09 1.54 0.33 0.98 2.32 -0.97 -2.43
Standard Deviation(%) DGSIX (GLOBAL...AL CLASS) NA 10.44 9.72 9.93 10.16 NA NA 11.47 12.32 7.32 7.78 13.76 8.16 17.71 7.11 8.80 4.27 8.77 8.58 6.51 7.39 8.89 16.01 12.39 19.14 23.83 9.89 6.92 6.07 7.21 NA NA NA
MPIQ ETF Allo... Moderate NA 10.22 8.24 8.99 8.23 NA NA 8.38 11.84 7.65 8.04 10.03 7.85 10.04 6.27 8.51 4.26 7.11 8.38 6.22 8.93 8.21 15.31 10.37 11.19 7.83 11.06 6.40 6.22 6.70 6.51 2.81 0.05
Draw Down(%) DGSIX (GLOBAL...AL CLASS) NA 9.98 11.33 18.36 23.59 NA NA 41.64 9.98 4.51 6.65 18.36 3.52 23.59 4.00 12.69 1.43 6.53 9.03 5.85 5.68 7.94 15.67 9.77 19.39 35.81 6.71 6.91 4.28 5.93 NA NA NA
MPIQ ETF Allo... Moderate NA 8.98 8.98 22.00 22.00 NA NA 22.00 8.77 4.68 7.13 18.74 3.93 6.81 2.66 10.22 1.76 4.43 10.49 3.97 11.78 5.40 13.21 7.67 8.39 5.42 6.89 3.99 4.20 5.38 2.41 3.40 0.00
Yield(%) DGSIX (GLOBAL...AL CLASS) 0.00 7.10 6.11 5.77 4.62 5.07 4.53 4.74 0.81 7.56 5.73 3.83 5.37 3.65 3.00 2.72 2.34 2.19 1.85 2.02 1.83 2.32 2.36 2.08 1.96 1.77 2.29 1.96 4.91 1.51 NA NA NA
MPIQ ETF Allo... Moderate NA 4.00 3.07 3.25 3.17 NA NA 2.90 NA 1.17 3.51 2.09 3.49 3.14 3.35 3.10 3.04 3.42 2.82 3.56 2.46 3.93 3.38 2.98 3.22 2.94 3.35 3.14 2.02 1.67 1.52 1.03 2.31
Data as of 04/30/2025, AR inception is 03/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DGSIX (GLOBAL ALLOCATION 60/40 PORTFOLIO - INSTITUTIONAL CLASS) -9.61%
Feb 2006 - Feb 2009
0.49%
May 2007 - May 2012
4.38%
Jan 2006 - Jan 2016
4.51%
Sep 2007 - Sep 2022
MPIQ ETF Allocation Moderate -2.05%
Dec 2021 - Dec 2024
4.08%
Sep 2018 - Sep 2023
5.30%
Oct 2013 - Oct 2023
6.79%
Apr 2010 - Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DGSIX (GLOBAL ALLOCATION 60/40 PORTFOLIO - INSTITUTIONAL CLASS) 19.99%
Feb 2009 - Feb 2012
16.34%
Feb 2009 - Feb 2014
10.40%
Feb 2009 - Feb 2019
9.44%
Feb 2009 - Feb 2024
MPIQ ETF Allocation Moderate 17.63%
Dec 2018 - Dec 2021
12.27%
Jun 2009 - Jun 2014
10.41%
Sep 2011 - Sep 2021
9.46%
Jul 2006 - Jul 2021
Annualized Rolling Returns Comparison Chart