Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DZSIQ | NA | -99.67% | -93.16% | -74.95% | -52.06% | -41.14% | -38.22% | … | … |
Data as of 03/19/2025, Common starting date is 11/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DZSIQ | 11/14/2003 | 03/19/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -99.67 | -93.16 | -74.95 | -52.06 | -41.14 | -38.22 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 03/19/2025, Common starting date is 11/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DZSIQ (DZSIQ) |
-77.85%
Aug 2021 – Aug 2024 |
-57.38%
Aug 2019 – Aug 2024 |
-37.78%
Aug 2014 – Aug 2024 |
-26.10%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DZSIQ (DZSIQ) |
52.86%
Jul 2012 – Jul 2015 |
67.92%
Dec 2008 – Dec 2013 |
21.86%
Oct 2012 – Oct 2022 |
-0.10%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart