Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSHZX (Brinker Capital Destinations Shelter Fund Class Z) | 3.05% | 13.60% | 13.50% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSHZX (Brinker Capital Destinations Shelter Fund Class Z) | 10/26/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 13.60 | 13.50 | NA | NA | NA | NA | … | … | 3.05 | 11.44 | 19.48 | 17.65 | -15.86 | 0.79 |
| Sharpe Ratio | NA | 1.68 | 1.21 | NA | NA | NA | NA | … | … | 0.83 | 0.83 | 1.74 | 1.61 | -1.32 | 0.51 |
| Standard Deviation(%) | NA | 8.04 | 9.20 | NA | NA | NA | NA | … | … | 8.89 | 10.40 | 9.14 | 8.76 | 13.15 | 8.60 |
| Draw Down(%) | NA | 6.69 | 12.05 | NA | NA | NA | NA | … | … | 6.69 | 12.05 | 5.58 | 6.32 | 18.45 | 2.48 |
| Yield(%) | 0.00 | 0.20 | 0.45 | 0.39 | 0.19 | 0.13 | 0.10 | … | … | 0.02 | 0.23 | 0.54 | 0.57 | 0.53 | 0.09 |
Data as of 06/10/2026, Common starting date is 10/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSHZX (Brinker Capital Destinations Shelter Fund Class Z) |
5.75%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| DSHZX (Brinker Capital Destinations Shelter Fund Class Z) |
16.23%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart