Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCAX (OCA Acquisition Corp) | NA | 3.76% | 4.97% | NA | NA | NA | NA | … | … |
Data as of 07/16/2025, Common starting date is 03/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCAX (OCA Acquisition Corp) | 03/10/2021 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.76 | 4.97 | NA | NA | NA | NA | … | … | 1.13 | 6.30 | 5.06 | 3.53 | -0.10 |
| Sharpe Ratio | NA | 0.13 | 0.29 | NA | NA | NA | NA | … | … | -0.19 | -0.05 | 0.13 | 0.77 | -0.02 |
| Standard Deviation(%) | NA | 4.45 | 5.20 | NA | NA | NA | NA | … | … | 4.81 | 5.05 | 6.43 | 2.82 | 6.36 |
| Draw Down(%) | NA | 2.18 | 3.70 | NA | NA | NA | NA | … | … | 2.18 | 2.84 | 3.70 | 0.99 | 4.23 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, Common starting date is 03/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCAX (OCA Acquisition Corp) |
3.38%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| OCAX (OCA Acquisition Corp) |
5.11%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart