Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DESIX (Emerging Markets Sustainability Core 1 Portfolio Institutional Class) | 12.97% | 28.02% | 17.32% | 5.71% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DESIX (Emerging Markets Sustainability Core 1 Portfolio Institutional Class) | 03/28/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.09 | 28.02 | 17.32 | 5.71 | NA | NA | NA | … | … | 12.97 | 24.96 | 6.66 | 14.24 | -18.07 | 0.79 | 14.06 | 16.70 | -16.86 |
| Sharpe Ratio | NA | 1.72 | 1.02 | 0.22 | NA | NA | NA | … | … | 1.53 | 1.52 | 0.24 | 0.89 | -1.04 | 0.05 | 0.54 | 1.28 | -1.55 |
| Standard Deviation(%) | NA | 17.04 | 14.96 | 15.42 | NA | NA | NA | … | … | 22.40 | 14.78 | 12.78 | 12.01 | 18.77 | 14.75 | 25.67 | 11.88 | 14.91 |
| Draw Down(%) | NA | 12.83 | 16.82 | 33.68 | NA | NA | NA | … | … | 12.83 | 13.83 | 8.65 | 11.74 | 29.09 | 11.79 | 36.03 | 10.45 | 22.02 |
| Yield(%) | 0.00 | 2.74 | 3.01 | 2.41 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 3.29 | 2.93 | 3.14 | 2.00 | 3.54 | 1.52 | 2.27 | 0.99 |
Data as of 06/10/2026, Common starting date is 03/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DESIX (Emerging Markets Sustainability Core 1 Portfolio Institutional Class) |
-3.99%
Jan 2021 – Jan 2024 |
-0.48%
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 |
|---|---|---|---|---|
| DESIX (Emerging Markets Sustainability Core 1 Portfolio Institutional Class) |
21.08%
May 2023 – May 2026 |
9.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart