Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBUYX (Davenport Insider Buying) | 9.35% | 17.62% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBUYX (Davenport Insider Buying) | 03/11/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 17.62 | NA | NA | NA | NA | NA | … | … | 9.35 | 4.12 | 0.59 |
| Sharpe Ratio | NA | 1.22 | NA | NA | NA | NA | NA | … | … | 1.41 | 0.07 | -0.22 |
| Standard Deviation(%) | NA | 14.12 | NA | NA | NA | NA | NA | … | … | 14.69 | 18.57 | 12.87 |
| Draw Down(%) | NA | 8.70 | NA | NA | NA | NA | NA | … | … | 8.70 | 20.48 | 8.24 |
| Yield(%) | 0.00 | 0.52 | 0.51 | 0.30 | 0.15 | 0.10 | 0.08 | … | … | 0.09 | 0.66 | 0.77 |
Data as of 06/10/2026, Common starting date is 03/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBUYX (Davenport Insider Buying) |
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 |
|---|---|---|---|---|
| DBUYX (Davenport Insider Buying) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart