Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSFIY | 7.09% | -22.15% | NA | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/06/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSFIY | 03/06/2024 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.49 | -22.15 | NA | NA | NA | NA | NA | … | … | 7.09 | -18.93 | -3.59 |
| Sharpe Ratio | NA | -0.85 | NA | NA | NA | NA | NA | … | … | 0.34 | -0.84 | -0.25 |
| Standard Deviation(%) | NA | 30.48 | NA | NA | NA | NA | NA | … | … | 38.04 | 26.04 | 31.03 |
| Draw Down(%) | NA | 42.49 | NA | NA | NA | NA | NA | … | … | 24.00 | 30.99 | 28.22 |
| Yield(%) | 0.00 | 0.00 | 1.70 | 1.02 | 0.51 | 0.34 | 0.26 | … | … | 0.00 | 2.80 | 2.51 |
Data as of 06/16/2026, Common starting date is 03/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFIY (DSFIY) |
0.00%
NA |
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 |
|---|---|---|---|---|
| DSFIY (DSFIY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart