Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DYGAX (DYNAMIC GROWTH FUND ADVISER CLASS) | 12.34% | 27.46% | 18.80% | 10.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DYGAX (DYNAMIC GROWTH FUND ADVISER CLASS) | 11/02/2016 | 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 27.46 | 18.80 | 10.56 | NA | NA | NA | … | … | 12.34 | 17.54 | 14.50 | 20.73 | -15.16 | 19.98 | 15.89 | 24.29 | -8.49 | 21.42 | 5.65 |
| Sharpe Ratio | NA | 1.75 | 1.03 | 0.48 | NA | NA | NA | … | … | 1.42 | 0.88 | 0.89 | 1.42 | -0.77 | 1.56 | 0.48 | 1.97 | -0.63 | 2.87 | 4.47 |
| Standard Deviation(%) | NA | 12.28 | 14.02 | 15.58 | NA | NA | NA | … | … | 14.61 | 16.73 | 12.19 | 12.09 | 21.73 | 12.77 | 32.48 | 11.56 | 15.69 | 7.26 | 9.18 |
| Draw Down(%) | NA | 9.17 | 16.69 | 24.26 | NA | NA | NA | … | … | 9.17 | 16.63 | 8.65 | 9.85 | 24.20 | 5.11 | 32.25 | 6.38 | 19.53 | 3.27 | 2.21 |
| Yield(%) | 0.00 | 8.26 | 9.32 | 7.95 | 8.36 | 5.57 | 4.18 | … | … | 0.27 | 8.54 | 15.56 | 1.64 | 2.99 | 15.63 | 2.70 | 2.92 | 1.30 | 9.42 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DYGAX (DYNAMIC GROWTH FUND ADVISER CLASS) |
1.64%
Mar 2017 – Mar 2020 |
5.00%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DYGAX (DYNAMIC GROWTH FUND ADVISER CLASS) |
20.75%
Sep 2022 – Sep 2025 |
14.74%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart