Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNLZY | 22.58% | 64.51% | 19.79% | 14.56% | 4.70% | 0.89% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNLZY | 07/09/2009 | 06/09/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 64.51 | 19.79 | 14.56 | 4.70 | 0.89 | NA | … | … | 22.58 | 13.48 | 26.36 | -26.36 | 16.22 | 37.71 | -20.89 | -1.79 | -22.05 | 19.91 | -7.07 | 13.83 | 12.95 | -26.93 | 6.50 | -17.26 | 27.07 | 72.78 |
| Sharpe Ratio | NA | 0.63 | 0.18 | 0.17 | 0.06 | NA | NA | … | … | 0.77 | 0.11 | 0.28 | -0.57 | 0.41 | 1.05 | -0.38 | -0.13 | -0.95 | 0.81 | -0.18 | 0.46 | 0.51 | -0.52 | 0.10 | -0.17 | 0.32 | 2.88 |
| Standard Deviation(%) | NA | 95.96 | 82.40 | 68.03 | 54.57 | NA | NA | … | … | 70.19 | 99.46 | 80.54 | 53.22 | 36.15 | 35.70 | 56.02 | 25.32 | 24.79 | 23.85 | 41.45 | 30.27 | 25.59 | 52.21 | 61.93 | 106.65 | 86.73 | 72.79 |
| Draw Down(%) | NA | 27.50 | 41.08 | 44.77 | 67.93 | NA | NA | … | … | 22.05 | 40.72 | 17.62 | 35.04 | 27.14 | 23.15 | 58.61 | 18.96 | 24.88 | 15.23 | 33.15 | 28.33 | 20.01 | 36.33 | 23.45 | 33.78 | 38.35 | 19.64 |
| Yield(%) | 0.00 | 3.93 | 7.01 | 7.04 | 3.48 | 2.08 | 3.48 | … | … | 0.00 | 3.15 | 12.77 | 3.94 | 8.03 | 3.82 | 0.00 | 1.41 | 2.62 | 2.66 | 2.28 | 3.31 | 3.87 | 1.50 | 1.06 | 1.92 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNLZY (DNLZY) |
-22.72%
Mar 2017 – Mar 2020 |
-14.72%
Mar 2015 – Mar 2020 |
-6.94%
Mar 2010 – Mar 2020 |
-1.61%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNLZY (DNLZY) |
23.10%
Mar 2020 – Mar 2023 |
14.45%
May 2021 – May 2026 |
5.57%
Feb 2016 – Feb 2026 |
2.61%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart