Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO – INSITUTIONAL CLASS) | 3.13% | 8.91% | 8.24% | 3.54% | 4.37% | 4.02% | 4.00% | … | … |
Data as of 06/05/2026, Common starting date is 03/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO – INSITUTIONAL CLASS) | 03/08/2004 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 8.91 | 8.24 | 3.54 | 4.37 | 4.02 | 4.00 | … | … | 3.13 | 8.66 | 7.43 | 8.92 | -8.69 | 3.35 | 5.95 | 9.80 | -1.84 | 6.64 | 4.96 | -0.78 | 2.59 | 5.85 | 7.00 | 1.63 | 8.11 | 13.88 | -8.70 | 1.45 | 6.14 | -0.10 | 2.86 |
| Sharpe Ratio | NA | 1.79 | 1.32 | 0.22 | 0.62 | NA | NA | … | … | 1.16 | 1.40 | 1.16 | 1.48 | -1.53 | 0.85 | 0.75 | 2.93 | -0.91 | 3.17 | 1.29 | -0.23 | 0.96 | 1.74 | 1.98 | 0.27 | 1.61 | 1.52 | -1.05 | -0.35 | 0.80 | -0.56 | 0.67 |
| Standard Deviation(%) | NA | 3.50 | 3.76 | 4.52 | 4.44 | NA | NA | … | … | 4.27 | 4.14 | 3.28 | 3.60 | 6.64 | 3.91 | 7.61 | 2.85 | 3.58 | 1.90 | 3.66 | 3.56 | 2.68 | 3.33 | 3.54 | 6.02 | 4.98 | 9.04 | 9.19 | 4.85 | 3.40 | 4.21 | 3.63 |
| Draw Down(%) | NA | 2.99 | 3.76 | 13.36 | 13.36 | NA | NA | … | … | 2.99 | 3.76 | 1.61 | 2.51 | 11.26 | 3.42 | 10.45 | 1.39 | 4.87 | 0.76 | 2.16 | 3.86 | 2.23 | 3.44 | 2.66 | 5.68 | 3.60 | 8.31 | 14.69 | 4.04 | 2.69 | 3.08 | 3.80 |
| Yield(%) | 0.00 | 5.54 | 6.01 | 3.89 | 3.31 | 2.97 | 2.92 | … | … | 0.00 | 5.94 | 7.31 | 4.92 | 1.85 | 1.35 | 0.90 | 2.76 | 2.85 | 2.10 | 1.91 | 0.96 | 2.03 | 1.53 | 1.85 | 2.22 | 2.10 | 3.10 | 2.96 | 0.00 | 0.00 | 0.00 | 1.64 |
Data as of 06/05/2026, Common starting date is 03/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO – INSITUTIONAL CLASS) |
-2.93%
Feb 2006 – Feb 2009 |
1.03%
Apr 2004 – Apr 2009 |
2.48%
Sep 2012 – Sep 2022 |
2.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGTSX (GLOBAL ALLOCATION 25/75 PORTFOLIO GLOBAL ALLOCATION 25/75 PORTFOLIO – INSITUTIONAL CLASS) |
11.07%
Feb 2009 – Feb 2012 |
8.63%
Feb 2009 – Feb 2014 |
5.67%
Feb 2009 – Feb 2019 |
4.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart