Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLICY (Dai-ichi Life Holdings Inc) | 23.74% | 33.08% | 34.42% | 29.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLICY (Dai-ichi Life Holdings Inc) | 12/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.08 | 34.42 | 29.23 | NA | NA | NA | … | … | 23.74 | 26.71 | 32.58 | -3.33 | 15.62 | 55.11 | -22.27 | 0.78 | 0.00 |
| Sharpe Ratio | NA | 1.04 | 0.94 | 0.73 | NA | NA | NA | … | … | 1.88 | 0.76 | 0.78 | -0.23 | 0.40 | 0.72 | -0.70 | -0.05 | 0.00 |
| Standard Deviation(%) | NA | 29.16 | 33.22 | 36.62 | NA | NA | NA | … | … | 32.98 | 31.41 | 37.29 | 31.04 | 35.22 | 76.75 | 32.22 | 15.09 | NA |
| Draw Down(%) | NA | 18.59 | 23.42 | 35.64 | NA | NA | NA | … | … | 16.59 | 23.42 | 22.54 | 26.56 | 35.64 | 36.73 | 27.76 | 9.75 | 0.00 |
| Yield(%) | 0.00 | 1.62 | 3.46 | 4.75 | 1.86 | 1.24 | 0.93 | … | … | 0.00 | 2.88 | 5.27 | 2.61 | 3.02 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLICY (Dai-ichi Life Holdings Inc) |
-0.86%
Oct 2019 – Oct 2022 |
7.38%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLICY (Dai-ichi Life Holdings Inc) |
37.40%
Jul 2021 – Jul 2024 |
29.23%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart