YOVIX vs. DSCIX
YOVIX (Yorktown Small-Cap Fund) and DSCIX (Dana Epiphany ESG Small Cap Equity Fund) are both Small Cap Growth Equities funds. Over the past 10 years, YOVIX returned 9.10%/yr vs 9.97%/yr for DSCIX. Their correlation of 0.90 means they have usually moved in the same direction. YOVIX charges 1.38%/yr vs 0.95%/yr for DSCIX.
Performance
YOVIX vs. DSCIX - Performance Comparison
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Returns By Period
In the year-to-date period, YOVIX achieves a 6.72% return, which is significantly lower than DSCIX's 24.04% return. Over the past 10 years, YOVIX has underperformed DSCIX with an annualized return of 9.10%, while DSCIX has yielded a comparatively higher 9.97% annualized return.
YOVIX
- 1D
- 0.54%
- 1M
- -4.77%
- 6M
- 3.98%
- YTD
- 6.72%
- 1Y
- 9.36%
- 3Y*
- 8.11%
- 5Y*
- 2.48%
- 10Y*
- 9.10%
- ALL TIME*
- 9.54%
DSCIX
- 1D
- -0.16%
- 1M
- -2.71%
- 6M
- 16.54%
- YTD
- 24.04%
- 1Y
- 40.91%
- 3Y*
- 14.58%
- 5Y*
- 8.53%
- 10Y*
- 9.97%
- ALL TIME*
- 9.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
YOVIX vs. DSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YOVIX Yorktown Small-Cap Fund | 6.72% | 9.64% | 6.01% | 14.19% | -25.19% | 24.76% | 30.31% | 21.85% | -7.94% | 8.83% |
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 24.04% | 13.18% | 5.10% | 20.00% | -21.46% | 30.92% | 13.33% | 21.51% | -16.96% | 11.59% |
Correlation
The correlation between YOVIX and DSCIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since May 10, 2016 | 0.90 |
The correlation between YOVIX and DSCIX has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.
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Return for Risk
YOVIX vs. DSCIX — Risk / Return Rank
YOVIX
DSCIX
YOVIX vs. DSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Small-Cap Fund (YOVIX) and Dana Epiphany ESG Small Cap Equity Fund (DSCIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| YOVIX | DSCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.39 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 5.55 | -5.11 |
| Martin ratioReturn relative to average drawdown | 1.22 | 18.96 | -17.74 |
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Drawdowns
YOVIX vs. DSCIX - Drawdown Comparison
The maximum YOVIX drawdown since its inception was -41.82%, smaller than the maximum DSCIX drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for YOVIX and DSCIX.
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Drawdown Indicators
| YOVIX | DSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.82% | -47.60% | +5.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.53% | -7.08% | -9.45% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -32.94% | +11.22% |
Max Drawdown (5Y)Largest decline over 5 years | -33.13% | -32.94% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -47.60% | +5.78% |
Current DrawdownCurrent decline from peak | -8.11% | -4.33% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -9.74% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.90% | 2.07% | +3.83% |
Volatility
YOVIX vs. DSCIX - Volatility Comparison
Yorktown Small-Cap Fund (YOVIX) has a higher volatility of 8.17% compared to Dana Epiphany ESG Small Cap Equity Fund (DSCIX) at 3.69%. This indicates that YOVIX's price experiences larger fluctuations and is considered to be riskier than DSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YOVIX | DSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.17% | 3.69% | +4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 17.63% | 12.39% | +5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.99% | 17.22% | +4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 22.11% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 23.20% | -0.39% |
YOVIX vs. DSCIX - Expense Ratio Comparison
YOVIX has a 1.38% expense ratio, which is higher than DSCIX's 0.95% expense ratio.
Dividends
YOVIX vs. DSCIX - Dividend Comparison
YOVIX has not paid dividends to shareholders, while DSCIX's dividend yield for the trailing twelve months is around 4.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 4.80% | 6.01% | 0.16% | 0.30% | 4.99% | 8.71% | 0.05% | 0.00% | 9.11% | 0.03% | 0.18% |
YOVIX Yorktown Small-Cap Fund | 0.00% | 0.00% | 0.00% | 0.24% | 8.03% | 4.61% | 0.07% | 1.26% | 1.01% | 17.08% | 0.27% |
Frequently Asked Questions
YOVIX and DSCIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
YOVIX has higher volatility (8.17%) compared to DSCIX (3.69%). In terms of maximum drawdown, YOVIX dropped -41.82% vs DSCIX's -47.60%.
DSCIX currently has the higher Sharpe Ratio (2.28 vs 0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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