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
DIVN 11.29% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/27/2025
More Performance Analytics Comparison
Name Start Date End Date
DIVN 06/27/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.51 NA NA NA NA NA NA 11.29 7.42
Sharpe Ratio NA NA NA NA NA NA NA 2.39 1.18
Standard Deviation(%) NA NA NA NA NA NA NA 10.84 10.41
Draw Down(%) NA NA NA NA NA NA NA 5.54 3.41
Yield(%) 0.00 3.63 1.21 0.73 0.36 0.24 0.18 1.95 1.56
Data as of 06/10/2026, Common starting date is 06/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DIVN (DIVN) 0.00%
NA
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
DIVN (DIVN) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return