Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDVDX (DIVERSIFIED INCOME FUND D) | NA | 3.09% | 4.52% | 3.44% | 6.19% | NA | NA | … | … |
Data as of 03/23/2018, Common starting date is 08/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVDX (DIVERSIFIED INCOME FUND D) | 08/12/2003 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 3.09 | 4.52 | 3.44 | 6.19 | NA | NA | … | … | -1.76 | 7.44 | 10.01 | 0.87 | 2.60 | -1.29 | 14.55 | 4.02 | 13.35 | 31.04 | -13.66 | 3.58 | 7.10 | 5.05 | 8.90 | 8.85 |
| Sharpe Ratio | NA | 0.88 | 1.18 | 0.85 | 1.26 | NA | NA | … | … | -2.87 | 2.68 | 2.37 | 0.22 | 0.68 | -0.32 | 6.30 | 0.97 | 3.19 | 5.21 | -1.63 | 0.11 | 1.12 | 0.81 | 1.68 | 6.70 |
| Standard Deviation(%) | NA | 2.57 | 3.50 | 3.77 | 4.74 | NA | NA | … | … | 3.02 | 2.54 | 4.13 | 3.76 | 3.78 | 4.18 | 2.32 | 4.11 | 4.16 | 5.94 | 8.93 | 3.88 | 3.32 | 3.44 | 4.70 | 3.54 |
| Draw Down(%) | NA | 2.33 | 6.86 | 8.54 | 22.12 | NA | NA | … | … | 2.33 | 1.40 | 3.53 | 4.95 | 6.52 | 8.54 | 1.35 | 6.40 | 3.95 | 7.73 | 22.12 | 4.98 | 3.67 | 3.13 | 7.08 | 0.90 |
| Yield(%) | 0.00 | 4.51 | 5.15 | 5.58 | 6.17 | 6.23 | 4.67 | … | … | 0.62 | 4.61 | 4.79 | 6.84 | 9.78 | 4.82 | 5.68 | 5.44 | 5.27 | 6.83 | 7.41 | 5.69 | 6.50 | 5.38 | 5.07 | 1.63 |
Data as of 03/23/2018, Common starting date is 08/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVDX (DIVERSIFIED INCOME FUND D) |
-2.72%
Feb 2006 – Feb 2009 |
1.31%
Feb 2004 – Feb 2009 |
5.38%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVDX (DIVERSIFIED INCOME FUND D) |
17.95%
Feb 2009 – Feb 2012 |
12.83%
Nov 2008 – Nov 2013 |
7.56%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart