Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIPATX | NA | 4,373.45% | 239.93% | NA | NA | NA | NA | … | … |
Data as of 08/05/2024, Common starting date is 11/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIPATX | 11/14/2019 | 08/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3,632.82 | 4,373.45 | 239.93 | NA | NA | NA | NA | … | … | 4,145.74 | 14.91 | -16.58 | -14.75 | 24.25 | 3.43 |
| Sharpe Ratio | NA | 12.07 | 1.08 | NA | NA | NA | NA | … | … | 119.39 | 0.87 | -0.36 | -0.40 | 0.66 | 4.06 |
| Standard Deviation(%) | NA | 364.59 | 218.92 | NA | NA | NA | NA | … | … | 473.74 | 12.32 | 50.44 | 37.20 | 36.48 | 7.54 |
| Draw Down(%) | NA | 7.68 | 41.67 | NA | NA | NA | NA | … | … | 4.69 | 10.20 | 37.34 | 30.62 | 33.01 | 1.99 |
| Yield(%) | 0.00 | 6.18 | 4.11 | 2.80 | 1.40 | 0.93 | 0.70 | … | … | 109.15 | 11.22 | 1.15 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2024, Common starting date is 11/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPATX (DIPATX) |
-7.02%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPATX (DIPATX) |
4.57%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart