Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLX (Deluxe Corporation) | 5.17% | 64.18% | 17.37% | -6.50% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLX (Deluxe Corporation) | 09/03/2020 | 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 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 64.18 | 17.37 | -6.50 | NA | NA | NA | … | … | 5.17 | 5.55 | 11.31 | 34.92 | -44.40 | 13.38 | 5.81 |
| Sharpe Ratio | NA | 1.43 | 0.39 | -0.27 | NA | NA | NA | … | … | 0.41 | 0.06 | 0.22 | 0.82 | -1.14 | 0.34 | 0.36 |
| Standard Deviation(%) | NA | 42.83 | 39.19 | 39.31 | NA | NA | NA | … | … | 45.48 | 41.38 | 35.64 | 38.27 | 40.17 | 38.90 | 53.03 |
| Draw Down(%) | NA | 28.09 | 40.93 | 68.65 | NA | NA | NA | … | … | 28.09 | 39.69 | 23.13 | 33.95 | 52.21 | 35.62 | 24.48 |
| Yield(%) | 0.00 | 8.14 | 7.10 | 2.83 | 2.47 | 1.65 | 1.24 | … | … | 2.70 | 5.34 | 5.58 | 6.59 | 3.69 | 4.12 | 1.07 |
Data as of 06/18/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLX (Deluxe Corporation) |
-19.44%
Apr 2021 – Apr 2024 |
-6.81%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLX (Deluxe Corporation) |
35.12%
Apr 2023 – Apr 2026 |
1.92%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart