Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMRR (Dayton & Michigan Railroad Co) | NA | 11.59% | -1.98% | -1.16% | 8.38% | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMRR (Dayton & Michigan Railroad Co) | 06/19/2012 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.59 | -1.98 | -1.16 | 8.38 | NA | NA | … | … | 2.56 | 3.09 | -12.74 | -3.47 | 3.90 | 3.90 | 3.90 | 0.59 | 35.79 | 57.99 | 7.57 | 3.72 |
| Sharpe Ratio | NA | 1.18 | -0.08 | -0.08 | 0.29 | NA | NA | … | … | 0.14 | 0.05 | -0.23 | -0.17 | 0.92 | 0.96 | 1.21 | 0.09 | 2.50 | 1.39 | 1.46 | 1.41 |
| Standard Deviation(%) | NA | 6.89 | 37.97 | 31.04 | 26.07 | NA | NA | … | … | 3.54 | 35.95 | 54.97 | 22.16 | 2.70 | 2.70 | 2.70 | 4.15 | 14.33 | 41.63 | 5.15 | 5.02 |
| Draw Down(%) | NA | 0.00 | 38.75 | 38.75 | 38.75 | NA | NA | … | … | 0.00 | 25.00 | 30.00 | 18.28 | 0.00 | 0.00 | 0.00 | 3.12 | 0.00 | 11.18 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.32 | 4.09 | 3.78 | 7.17 | 5.26 | 3.94 | … | … | 2.50 | 4.89 | 4.09 | 3.78 | 3.78 | 3.78 | 3.78 | 3.67 | 4.76 | 5.03 | 7.17 | 3.58 |
Data as of 07/10/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMRR (Dayton & Michigan Railroad Co) |
-12.69%
Mar 2019 – Mar 2022 |
-6.40%
Mar 2017 – Mar 2022 |
7.98%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMRR (Dayton & Michigan Railroad Co) |
32.15%
Dec 2012 – Dec 2015 |
19.67%
Jul 2012 – Jul 2017 |
8.50%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart