Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAN (Dana Inc) | 26.97% | 73.10% | 24.57% | 5.94% | 12.08% | 6.15% | NA | … | … |
Data as of 06/16/2026, Common starting date is 01/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAN (Dana Inc) | 01/02/2008 | 06/16/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.03 | 73.10 | 24.57 | 5.94 | 12.08 | 6.15 | NA | … | … | 26.97 | 110.46 | -17.94 | -0.73 | -32.10 | 18.84 | 8.02 | 36.89 | -56.58 | 70.40 | 39.98 | -35.75 | 11.82 | 27.03 | 30.32 | -29.40 | 58.76 | 1,364.86 | -94.71 |
| Sharpe Ratio | NA | 1.92 | 0.57 | 0.07 | 0.21 | NA | NA | … | … | 1.66 | 2.33 | -0.46 | -0.11 | -0.59 | 0.41 | 0.09 | 0.80 | -1.51 | 3.05 | 0.98 | -1.21 | 0.36 | 0.85 | 0.75 | -0.53 | 1.18 | 7.62 | -0.70 |
| Standard Deviation(%) | NA | 40.46 | 44.75 | 47.49 | 50.40 | NA | NA | … | … | 47.45 | 46.48 | 46.60 | 41.10 | 56.95 | 45.85 | 90.61 | 44.01 | 38.52 | 23.02 | 40.66 | 29.45 | 32.84 | 31.60 | 40.85 | 55.78 | 49.68 | 179.18 | 136.63 |
| Draw Down(%) | NA | 22.39 | 58.37 | 68.29 | 86.96 | NA | NA | … | … | 22.39 | 38.09 | 46.17 | 40.84 | 54.09 | 25.08 | 76.52 | 42.73 | 62.05 | 13.35 | 28.95 | 42.80 | 29.89 | 19.26 | 31.19 | 47.60 | 33.14 | 81.82 | 97.14 |
| Yield(%) | 0.00 | 2.50 | 2.46 | 1.60 | 2.98 | 1.87 | 1.59 | … | … | 0.96 | 3.55 | 2.75 | 2.62 | 1.74 | 2.10 | 0.54 | 2.89 | 1.26 | 1.25 | 1.72 | 1.06 | 1.03 | 1.23 | 1.59 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/16/2026, Common starting date is 01/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAN (Dana Inc) |
-27.90%
Oct 2021 – Oct 2024 |
-16.60%
Mar 2015 – Mar 2020 |
-7.63%
Oct 2014 – Oct 2024 |
1.78%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAN (Dana Inc) |
254.22%
Feb 2009 – Feb 2012 |
128.09%
Feb 2009 – Feb 2014 |
50.73%
Feb 2009 – Feb 2019 |
28.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart