Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGIIX (DGI Balanced I) | NA | -54.58% | -18.70% | -11.58% | -2.10% | -1.44% | NA | … | … |
Data as of 03/26/2013, Common starting date is 04/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGIIX (DGI Balanced I) | 04/22/1997 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -51.24 | -54.58 | -18.70 | -11.58 | -2.10 | -1.44 | NA | … | … | -51.24 | 0.92 | 2.06 | 10.46 | 19.59 | -22.68 | 5.42 | 11.26 | 4.44 | 7.19 | 19.84 | -12.12 | -4.97 | 0.57 | 6.75 | 17.42 | 18.71 |
| Sharpe Ratio | NA | -0.75 | -0.43 | -0.33 | -0.13 | NA | NA | … | … | -0.64 | 0.08 | 0.14 | 0.90 | 1.23 | -1.02 | 0.24 | 1.10 | 0.32 | 0.83 | 1.97 | -0.94 | -0.61 | -0.46 | 0.48 | 1.61 | 2.98 |
| Standard Deviation(%) | NA | 72.78 | 43.35 | 35.72 | 25.92 | NA | NA | … | … | 149.71 | 10.64 | 14.71 | 11.56 | 15.84 | 23.01 | 9.50 | 7.14 | 6.74 | 7.45 | 9.72 | 14.09 | 12.40 | 7.92 | 7.03 | 8.67 | 8.13 |
| Draw Down(%) | NA | 55.81 | 55.81 | 55.81 | 55.81 | NA | NA | … | … | 51.24 | 9.38 | 12.25 | 10.03 | 16.85 | 32.21 | 5.87 | 5.76 | 4.62 | 6.47 | 7.23 | 19.49 | 16.89 | 5.34 | 4.27 | 8.28 | 3.98 |
| Yield(%) | 0.00 | 0.00 | 0.43 | 0.81 | 3.67 | 3.60 | 3.77 | … | … | 0.00 | 0.00 | 0.11 | 1.18 | 1.92 | 1.17 | 9.78 | 7.54 | 4.80 | 1.82 | 1.88 | 1.87 | 2.38 | 5.39 | 9.80 | 6.35 | 18.12 |
Data as of 03/26/2013, Common starting date is 04/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIIX (DGI Balanced I) |
-7.72%
Feb 2006 – Feb 2009 |
-2.46%
Feb 2004 – Feb 2009 |
-0.22%
Feb 1999 – Feb 2009 |
3.53%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIIX (DGI Balanced I) |
17.23%
Feb 2009 – Feb 2012 |
10.35%
Sep 2002 – Sep 2007 |
6.38%
Sep 2002 – Sep 2012 |
4.63%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison Chart