Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAEIX (Unified Series Trust – Dean Equity Income Fund) | 8.20% | 13.01% | 9.94% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 11/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAEIX (Unified Series Trust – Dean Equity Income Fund) | 11/22/2022 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | 13.01 | 9.94 | NA | NA | NA | NA | … | … | 8.20 | 6.04 | 11.17 | 2.22 | -1.50 |
| Sharpe Ratio | NA | 1.17 | 0.69 | NA | NA | NA | NA | … | … | 2.35 | 0.23 | 0.75 | -0.12 | -1.14 |
| Standard Deviation(%) | NA | 9.90 | 11.48 | NA | NA | NA | NA | … | … | 10.19 | 13.53 | 10.05 | 11.84 | 14.80 |
| Draw Down(%) | NA | 6.42 | 13.22 | NA | NA | NA | NA | … | … | 6.42 | 10.99 | 8.03 | 12.16 | 4.25 |
| Yield(%) | 0.00 | 4.26 | 4.63 | 2.74 | 1.37 | 0.91 | 0.68 | … | … | 0.69 | 4.36 | 5.31 | 3.01 | 0.31 |
Data as of 06/18/2026, Common starting date is 11/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAEIX (Unified Series Trust – Dean Equity Income Fund) |
6.41%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAEIX (Unified Series Trust – Dean Equity Income Fund) |
11.44%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart