Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLCIX (DANA LARGE CAP EQUITY FUND INSTITUTIONAL CLASS SHARES) | 6.20% | 24.09% | 20.83% | 11.10% | 13.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLCIX (DANA LARGE CAP EQUITY FUND INSTITUTIONAL CLASS SHARES) | 11/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.21 | 24.09 | 20.83 | 11.10 | 13.74 | NA | NA | … | … | 6.20 | 18.40 | 25.38 | 19.50 | -18.53 | 27.49 | 12.43 | 34.46 | -9.38 | 27.44 | 6.32 | -1.03 | 20.36 | 4.98 |
| Sharpe Ratio | NA | 1.70 | 1.15 | 0.50 | 0.67 | NA | NA | … | … | 0.87 | 0.81 | 1.65 | 1.27 | -0.86 | 1.95 | 0.36 | 2.71 | -0.64 | 3.60 | 0.46 | -0.07 | 1.51 | 3.71 |
| Standard Deviation(%) | NA | 12.63 | 15.26 | 16.88 | 18.04 | NA | NA | … | … | 14.42 | 19.24 | 13.19 | 12.62 | 23.21 | 14.07 | 34.14 | 12.18 | 16.96 | 7.47 | 13.32 | 15.58 | 13.49 | 9.65 |
| Draw Down(%) | NA | 9.41 | 19.78 | 26.90 | 34.46 | NA | NA | … | … | 9.41 | 19.78 | 9.06 | 9.93 | 26.90 | 6.03 | 34.46 | 6.47 | 20.87 | 2.94 | 12.44 | 12.60 | 9.88 | 1.97 |
| Yield(%) | 0.00 | 17.97 | 18.16 | 12.41 | 13.47 | 10.63 | 7.97 | … | … | 0.06 | 18.18 | 23.56 | 13.84 | 7.14 | 15.10 | 2.92 | 14.33 | 10.87 | 5.44 | 1.69 | 1.17 | 11.48 | 6.89 |
Data as of 06/05/2026, Common starting date is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLCIX (DANA LARGE CAP EQUITY FUND INSTITUTIONAL CLASS SHARES) |
3.94%
Mar 2017 – Mar 2020 |
4.33%
Mar 2015 – Mar 2020 |
10.12%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLCIX (DANA LARGE CAP EQUITY FUND INSTITUTIONAL CLASS SHARES) |
24.44%
Dec 2018 – Dec 2021 |
18.05%
Oct 2016 – Oct 2021 |
14.04%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart