Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDJRX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS II) | 0.43% | 2.79% | 6.33% | 2.88% | 4.45% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDJRX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS II) | 07/20/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 2.79 | 6.33 | 2.88 | 4.45 | NA | NA | … | … | 0.43 | 4.41 | 8.50 | 12.66 | -11.59 | 5.78 | 3.16 | 5.71 | -0.47 | 10.28 | 14.27 | -4.19 |
| Sharpe Ratio | NA | 0.14 | 1.08 | 0.12 | 0.64 | NA | NA | … | … | -0.43 | 0.47 | 2.37 | 2.54 | -2.51 | 3.37 | 0.28 | 1.51 | -0.66 | 4.96 | 4.17 | -3.93 |
| Standard Deviation(%) | NA | 2.97 | 2.99 | 3.55 | 4.44 | NA | NA | … | … | 3.49 | 3.28 | 2.06 | 3.58 | 5.22 | 1.71 | 10.25 | 2.80 | 2.81 | 1.95 | 3.37 | 2.30 |
| Draw Down(%) | NA | 3.00 | 3.94 | 12.99 | 21.51 | NA | NA | … | … | 3.00 | 3.94 | 0.71 | 2.44 | 12.85 | 1.38 | 21.51 | 4.08 | 4.00 | 1.19 | 1.98 | 4.62 |
| Yield(%) | 0.00 | 7.63 | 7.80 | 6.44 | 6.78 | 4.69 | 3.52 | … | … | 3.14 | 7.70 | 7.81 | 9.24 | 5.94 | 5.60 | 6.40 | 7.79 | 7.80 | 9.77 | 8.87 | 2.35 |
Data as of 06/10/2026, Common starting date is 07/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDJRX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS II) |
-1.98%
Mar 2017 – Mar 2020 |
0.25%
Oct 2017 – Oct 2022 |
4.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDJRX (DDJ OPPORTUNISTIC HIGH YIELD FUND CLASS II) |
9.18%
Jan 2016 – Jan 2019 |
7.02%
Mar 2020 – Mar 2025 |
5.27%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart