Performance Comparison
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 | 07/10/2025 |
| MPIQ ETF Allocation Moderate | 12/31/2000 | 07/10/2025 |
| 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 | 0.57 | 0.31 | 0.42 | 0.64 | NA | NA | 0.72 | 0.51 | 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 | 11.76 | 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 | 7.06 | 6.15 | 5.77 | 4.57 | 5.06 | 4.51 | 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