Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDWWF (Dividend Growth Split Corp) | 61.85% | 39.82% | 30.32% | 15.62% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDWWF (Dividend Growth Split Corp) | 11/29/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 48.79 | 39.82 | 30.32 | 15.62 | NA | NA | NA | … | … | 61.85 | -5.04 | 34.32 | 0.34 | -5.21 | 53.03 | 5.03 | 44.24 | 0.00 |
| Sharpe Ratio | NA | -0.02 | 0.04 | 0.05 | NA | NA | NA | … | … | 0.05 | -0.05 | 0.53 | -0.03 | -0.03 | 0.26 | 0.07 | 2.82 | 0.00 |
| Standard Deviation(%) | NA | 335.44 | 217.43 | 206.29 | NA | NA | NA | … | … | 372.33 | 171.19 | 57.74 | 131.77 | 193.92 | 211.43 | 65.22 | 15.14 | NA |
| Draw Down(%) | NA | 33.44 | 33.44 | 40.49 | NA | NA | NA | … | … | 33.44 | 27.08 | 9.15 | 37.92 | 34.57 | 32.57 | 32.45 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 11.53 | 11.73 | 9.73 | 11.50 | 7.66 | 5.75 | … | … | 6.36 | 9.07 | 11.97 | 6.00 | 14.07 | 16.93 | 4.85 | 21.58 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDWWF (Dividend Growth Split Corp) |
4.99%
Feb 2022 – Feb 2025 |
12.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDWWF (Dividend Growth Split Corp) |
34.48%
Jan 2019 – Jan 2022 |
23.20%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart