Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDHRD (Dream Impact Trust) | NA | 192.33% | 89.30% | 57.10% | NA | NA | NA | … | … |
Data as of 09/19/2023, Common starting date is 05/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDHRD (Dream Impact Trust) | 05/25/2017 | 09/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 192.33 | 89.30 | 57.10 | NA | NA | NA | … | … | 132.56 | -44.34 | 68.28 | -44.53 | 18.02 | 1.00 | 8.43 |
| Sharpe Ratio | NA | 0.37 | 0.20 | 0.04 | NA | NA | NA | … | … | 0.78 | -1.48 | 1.63 | -0.70 | 1.57 | -0.02 | 1.47 |
| Standard Deviation(%) | NA | 243.79 | 143.31 | 114.72 | NA | NA | NA | … | … | 288.03 | 31.08 | 41.94 | 63.31 | 10.57 | 13.31 | 9.34 |
| Draw Down(%) | NA | 75.00 | 75.00 | 75.00 | NA | NA | NA | … | … | 75.00 | 44.57 | 9.04 | 47.08 | 0.00 | 8.89 | 3.95 |
| Yield(%) | 0.00 | 46.62 | 50.57 | 32.90 | 24.58 | 16.39 | 12.29 | … | … | 38.06 | 29.56 | 49.74 | 27.59 | 46.11 | 37.61 | 20.80 |
Data as of 09/19/2023, Common starting date is 05/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDHRD (Dream Impact Trust) |
13.94%
Feb 2020 – Feb 2023 |
26.69%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDHRD (Dream Impact Trust) |
108.46%
Jun 2020 – Jun 2023 |
65.61%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart