Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDDCX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS C) | 27.04% | 41.15% | 12.79% | 3.00% | 9.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDDCX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS C) | 12/12/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 41.15 | 12.79 | 3.00 | 9.04 | NA | NA | … | … | 27.04 | -2.20 | 0.62 | 9.76 | -18.32 | 18.43 | 17.78 | 25.88 | -14.37 | 22.52 | 18.41 | -11.77 | 14.54 | 31.57 | 0.50 |
| Sharpe Ratio | NA | 1.93 | 0.50 | 0.02 | 0.36 | NA | NA | … | … | 3.47 | -0.22 | -0.18 | 0.37 | -0.81 | 1.09 | 0.45 | 1.62 | -0.95 | 2.23 | 1.07 | -0.74 | 1.19 | 2.61 | 0.82 |
| Standard Deviation(%) | NA | 19.95 | 19.23 | 19.97 | 20.96 | NA | NA | … | … | 20.83 | 23.40 | 16.40 | 16.72 | 24.54 | 16.95 | 39.13 | 15.10 | 16.65 | 9.85 | 16.98 | 16.01 | 12.24 | 12.06 | 13.44 |
| Draw Down(%) | NA | 10.88 | 26.54 | 30.56 | 43.90 | NA | NA | … | … | 9.67 | 26.29 | 10.00 | 22.96 | 26.58 | 10.43 | 43.90 | 10.76 | 24.42 | 5.84 | 15.12 | 18.43 | 12.74 | 5.39 | 2.93 |
| Yield(%) | 0.00 | 5.50 | 5.10 | 5.18 | 6.70 | 6.58 | 4.93 | … | … | 0.00 | 5.07 | 5.47 | 4.48 | 7.45 | 10.72 | 6.83 | 4.30 | 4.43 | 2.06 | 0.00 | 0.00 | 5.94 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDCX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS C) |
-6.19%
Mar 2022 – Mar 2025 |
-1.78%
Mar 2015 – Mar 2020 |
3.90%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDCX (13D ACTIVIST FUND 13D ACTIVIST FUND CLASS C) |
20.64%
Dec 2018 – Dec 2021 |
16.32%
Feb 2016 – Feb 2021 |
9.32%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart