Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPCEX (THE SELECT 20 PORTFOLIO DPT CLASS) | NA | 24.08% | 19.39% | 17.33% | 14.50% | 11.33% | 8.35% | … | … |
Data as of 08/27/2021, Common starting date is 03/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPCEX (THE SELECT 20 PORTFOLIO DPT CLASS) | 03/31/2000 | 08/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 24.08 | 19.39 | 17.33 | 14.50 | 11.33 | 8.35 | … | … | -46.71 | 44.49 | 25.46 | -0.19 | 17.09 | -6.39 | 4.72 | 13.94 | 26.03 | 14.10 | 14.57 | 15.30 | 45.24 | -40.73 | 8.49 | 0.86 | 7.16 | 8.78 | 36.89 | -31.46 | -23.82 | -17.53 |
| Sharpe Ratio | NA | -0.52 | -0.13 | 0.03 | 0.22 | NA | NA | … | … | -0.68 | 1.25 | 1.51 | -0.07 | 1.70 | -0.43 | 0.29 | 1.02 | 2.22 | 1.06 | 0.63 | 0.85 | 1.81 | -0.95 | 0.32 | -0.17 | 0.40 | 0.52 | 1.93 | -1.17 | -0.79 | -0.65 |
| Standard Deviation(%) | NA | 74.81 | 48.83 | 38.79 | 29.54 | NA | NA | … | … | 90.90 | 35.27 | 15.89 | 21.73 | 9.73 | 15.24 | 16.21 | 13.65 | 11.69 | 13.40 | 23.19 | 17.85 | 24.90 | 43.66 | 16.89 | 14.33 | 12.47 | 15.02 | 18.74 | 27.83 | 33.42 | 41.43 |
| Draw Down(%) | NA | 53.53 | 53.53 | 53.53 | 53.53 | NA | NA | … | … | 53.53 | 32.25 | 9.91 | 19.97 | 5.15 | 14.03 | 13.87 | 7.49 | 7.01 | 12.56 | 14.56 | 13.38 | 18.99 | 55.25 | 9.61 | 16.88 | 9.54 | 17.16 | 12.72 | 41.23 | 44.96 | 35.69 |
| Yield(%) | 50.47 | 63.29 | 29.44 | 22.87 | 18.75 | 16.12 | 12.02 | … | … | 55.08 | 1.52 | 9.14 | 0.00 | 39.78 | 0.00 | 18.92 | 30.80 | 1.82 | 1.97 | 0.03 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/27/2021, Common starting date is 03/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPCEX (THE SELECT 20 PORTFOLIO DPT CLASS) |
-22.03%
Apr 2000 – Apr 2003 |
-10.82%
Aug 2000 – Aug 2005 |
-6.16%
Aug 2000 – Aug 2010 |
1.17%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPCEX (THE SELECT 20 PORTFOLIO DPT CLASS) |
34.29%
Feb 2009 – Feb 2012 |
26.14%
Feb 2009 – Feb 2014 |
16.55%
Feb 2009 – Feb 2019 |
11.65%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart