Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCW (DCW Total Return Fund) | NA | 36.32% | 12.72% | -21.13% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 06/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCW (DCW Total Return Fund) | 06/27/2007 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.21 | 36.32 | 12.72 | -21.13 | NA | NA | NA | … | … | 51.64 | -49.18 | 160.33 | 0.00 | 13.16 | 57.53 | -68.70 | -34.73 |
| Sharpe Ratio | NA | 0.67 | 0.23 | NA | NA | NA | NA | … | … | 0.83 | -0.95 | 2.92 | 0.00 | 0.70 | 1.06 | -0.79 | -1.66 |
| Standard Deviation(%) | NA | 62.41 | 55.32 | NA | NA | NA | NA | … | … | 62.44 | 51.82 | 55.63 | NA | 18.63 | 53.99 | 87.70 | 39.22 |
| Draw Down(%) | NA | 48.37 | 69.89 | 86.61 | NA | NA | NA | … | … | 47.15 | 67.24 | 25.19 | 0.00 | 17.00 | 55.10 | 84.35 | 40.51 |
| Yield(%) | 0.00 | 3.01 | 3.04 | 0.60 | NA | NA | NA | … | … | 3.27 | 1.52 | 4.58 | 0.65 | 1.06 | 3.39 | 12.94 | NA |
Data as of 03/30/2015, Common starting date is 06/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCW (DCW Total Return Fund) |
-49.93%
May 2008 – May 2011 |
-35.56%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCW (DCW Total Return Fund) |
34.98%
Sep 2011 – Sep 2014 |
-4.72%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart