Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) | 0.95% | 3.72% | 4.77% | 10.12% | 3.87% | 3.88% | NA | 7.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) | 05/18/2005 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/18/2005.
AR inception is since 05/18/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.16 | 3.72 | 4.77 | 10.12 | 3.87 | 3.88 | NA | 7.24 | 0.95 | 7.31 | 15.45 | -16.44 | 5.82 | 13.86 | 16.04 | -15.25 | 36.56 | 12.36 | -14.86 | -0.91 | -2.64 | 20.49 | -20.65 | 23.81 | 83.58 | -50.66 | 37.49 | 30.78 | 25.41 |
| Sharpe Ratio | NA | -0.06 | 0.03 | 0.52 | 0.14 | NA | NA | 0.28 | -0.04 | 0.06 | 0.97 | -0.98 | 0.40 | 0.51 | 1.21 | -1.06 | 4.08 | 0.74 | -0.91 | -0.08 | -0.21 | 1.34 | -0.85 | 1.16 | 2.71 | -1.14 | 1.53 | 1.57 | 3.80 |
| Standard Deviation(%) | NA | 15.22 | 14.38 | 15.17 | 16.20 | NA | NA | 20.18 | 19.34 | 12.32 | 11.61 | 18.30 | 14.43 | 26.71 | 12.14 | 15.65 | 8.84 | 16.53 | 16.37 | 11.14 | 13.02 | 15.42 | 24.30 | 20.40 | 30.76 | 44.96 | 22.69 | 17.61 | 10.92 |
| Draw Down(%) | NA | 16.89 | 18.93 | 30.04 | 42.33 | NA | NA | 64.55 | 13.25 | 8.66 | 10.54 | 27.59 | 9.56 | 37.57 | 11.32 | 26.14 | 3.98 | 11.42 | 26.43 | 15.69 | 15.91 | 17.82 | 30.02 | 16.69 | 24.28 | 61.68 | 18.25 | 24.75 | 7.49 |
| Yield(%) | 0.00 | 3.26 | 3.41 | 3.99 | 2.64 | 2.59 | 4.47 | 4.71 | 0.00 | 3.59 | 3.91 | 3.02 | 2.66 | 1.87 | 2.74 | 1.90 | 2.55 | 2.26 | 1.91 | 2.02 | 1.90 | 1.89 | 1.71 | 1.85 | 2.34 | 1.92 | 2.30 | 2.47 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) |
-11.59%
Feb 2006 - Feb 2009 |
-5.01%
Jan 2011 - Jan 2016 |
0.13%
Mar 2010 - Mar 2020 |
0.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) |
36.13%
Feb 2009 - Feb 2012 |
19.31%
Feb 2009 - Feb 2014 |
11.38%
Feb 2009 - Feb 2019 |
9.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart