Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDHRF (Dream Impact Trust) | 8.33% | -43.20% | -16.62% | -23.83% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDHRF (Dream Impact Trust) | 05/26/2017 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -43.20 | -16.62 | -23.83 | NA | NA | NA | … | … | 8.33 | -65.50 | -28.89 | 62.20 | -39.57 | 75.29 | -38.49 | 25.57 | 7.76 | 13.35 |
| Sharpe Ratio | NA | -0.57 | -0.19 | -0.30 | NA | NA | NA | … | … | 0.42 | -0.80 | -0.61 | 0.39 | -0.97 | 2.60 | -0.61 | 2.26 | 0.48 | 2.37 |
| Standard Deviation(%) | NA | 80.43 | 104.29 | 86.90 | NA | NA | NA | … | … | 42.53 | 86.25 | 58.15 | 148.51 | 33.44 | 52.60 | 63.42 | 10.69 | 13.44 | 9.57 |
| Draw Down(%) | NA | 51.94 | 87.81 | 87.81 | NA | NA | NA | … | … | 17.61 | 68.37 | 58.60 | 46.46 | 40.97 | 8.48 | 46.68 | 0.00 | 8.89 | 3.95 |
| Yield(%) | 0.00 | 0.00 | 6.96 | 3.26 | 5.10 | 3.40 | 2.55 | … | … | 0.00 | 0.00 | 1.20 | 15.67 | 6.67 | 6.53 | 6.21 | 6.72 | 6.60 | 4.69 |
Data as of 06/09/2026, Common starting date is 05/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDHRF (Dream Impact Trust) |
-32.23%
Sep 2022 – Sep 2025 |
-16.22%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDHRF (Dream Impact Trust) |
41.57%
Aug 2020 – Aug 2023 |
20.57%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart