Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCAXU (OCA Acquisition Corp) | NA | -3.16% | 2.14% | NA | NA | NA | NA | … | … |
Data as of 07/16/2025, Common starting date is 01/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCAXU (OCA Acquisition Corp) | 01/20/2021 | 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 | -3.16 | 2.14 | NA | NA | NA | NA | … | … | 0.00 | -3.16 | 8.00 | 1.18 | -2.46 |
| Sharpe Ratio | NA | -0.40 | -0.07 | NA | NA | NA | NA | … | … | 0.00 | -0.34 | 0.27 | -0.04 | -0.46 |
| Standard Deviation(%) | NA | 15.71 | 18.47 | NA | NA | NA | NA | … | … | NA | 28.55 | 14.09 | 5.46 | 5.66 |
| Draw Down(%) | NA | 16.67 | 23.08 | NA | NA | NA | NA | … | … | 0.00 | 23.08 | 8.38 | 2.72 | 5.70 |
| 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 01/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCAXU (OCA Acquisition Corp) |
-0.50%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| OCAXU (OCA Acquisition Corp) |
5.71%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart