Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DDX 3.95% 11.52% 7.95% NA NA NA NA
Data as of 06/05/2026, Common starting date is 09/20/2021
More Performance Analytics Comparison
Name Start Date End Date
DDX 09/20/2021 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
Annualized Return (%) -0.71 11.52 7.95 NA NA NA NA 3.95 12.02 2.92 10.48 -16.19 1.34
Sharpe Ratio NA 1.58 0.75 NA NA NA NA 0.99 1.56 -0.12 1.05 -1.63 0.81
Standard Deviation(%) NA 5.57 6.25 NA NA NA NA 6.92 5.87 6.08 6.56 10.87 5.81
Draw Down(%) NA 4.41 6.18 NA NA NA NA 4.41 4.28 4.40 6.18 20.73 2.36
Yield(%) 0.00 3.68 3.12 2.13 1.06 0.71 0.53 0.38 3.44 3.11 2.58 1.15 1.14
Data as of 06/05/2026, Common starting date is 09/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DDX (DDX) -1.59%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DDX (DDX) 9.37%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return