Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMDV (AAM S&P Developed Markets High Dividend Value) | NA | 22.65% | 3.22% | 3.29% | NA | NA | NA | … | … |
Data as of 10/18/2024, Common starting date is 11/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMDV (AAM S&P Developed Markets High Dividend Value) | 11/28/2018 | 10/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.65 | 3.22 | 3.29 | NA | NA | NA | … | … | 7.80 | 18.62 | -12.07 | 10.15 | -20.44 | 30.20 | -8.11 |
| Sharpe Ratio | NA | 1.33 | -0.04 | 0.05 | NA | NA | NA | … | … | 0.23 | 1.06 | -0.66 | 0.80 | -0.57 | 2.05 | -3.62 |
| Standard Deviation(%) | NA | 12.03 | 15.74 | 21.15 | NA | NA | NA | … | … | 11.47 | 13.72 | 20.44 | 12.70 | 35.96 | 14.07 | 18.02 |
| Draw Down(%) | NA | 5.46 | 29.76 | 47.19 | NA | NA | NA | … | … | 5.46 | 11.56 | 29.76 | 11.75 | 47.19 | 11.27 | 9.64 |
| Yield(%) | 0.00 | 7.20 | 3.80 | 4.02 | 2.27 | 1.52 | 1.14 | … | … | 3.67 | 7.67 | 0.38 | 4.69 | 2.62 | 6.57 | 0.25 |
Data as of 10/18/2024, Common starting date is 11/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMDV (AAM S&P Developed Markets High Dividend Value) |
-8.32%
Dec 2019 – Dec 2022 |
1.43%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMDV (AAM S&P Developed Markets High Dividend Value) |
10.85%
Mar 2020 – Mar 2023 |
4.53%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart