Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DANA 0.68% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/03/2025
More Performance Analytics Comparison
Name Start Date End Date
DANA 12/03/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.12 NA NA NA NA NA NA 0.68 0.81
Sharpe Ratio NA NA NA NA NA NA NA -0.30 3.58
Standard Deviation(%) NA NA NA NA NA NA NA 2.99 2.46
Draw Down(%) NA NA NA NA NA NA NA 1.04 0.16
Yield(%) 0.00 1.46 0.49 0.29 0.15 0.10 0.07 1.16 0.29
Data as of 06/05/2026, Common starting date is 12/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DANA (DANA) 0.00%
NA
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
DANA (DANA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return