Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAACX (Diversified Equity Fund) | 8.64% | 23.43% | 17.42% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/30/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAACX (Diversified Equity Fund) | 03/30/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 23.43 | 17.42 | NA | NA | NA | NA | … | … | 8.64 | 12.32 | 19.70 | 22.72 | -17.88 |
| Sharpe Ratio | NA | 1.71 | 1.03 | NA | NA | NA | NA | … | … | 1.22 | 0.58 | 1.32 | 1.50 | -1.01 |
| Standard Deviation(%) | NA | 12.74 | 13.95 | NA | NA | NA | NA | … | … | 14.90 | 16.27 | 12.20 | 12.85 | 24.61 |
| Draw Down(%) | NA | 9.06 | 19.25 | NA | NA | NA | NA | … | … | 9.06 | 19.25 | 8.38 | 10.93 | 23.18 |
| Yield(%) | 0.00 | 1.93 | 7.70 | 4.20 | 2.10 | 1.40 | 1.05 | … | … | 0.00 | 13.56 | 2.98 | 3.12 | 0.02 |
Data as of 06/09/2026, Common starting date is 03/30/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAACX (Diversified Equity Fund) |
7.64%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| DAACX (Diversified Equity Fund) |
19.75%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart