Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCC (Optical Cable Corporation) | 217.53% | 347.15% | 46.19% | 30.87% | 16.58% | 8.48% | 5.24% | … | … |
Data as of 06/04/2026, Common starting date is 04/02/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCC (Optical Cable Corporation) | 04/02/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 347.15 | 46.19 | 30.87 | 16.58 | 8.48 | 5.24 | … | … | 217.53 | 22.44 | 30.20 | -38.91 | -17.69 | 100.37 | -17.54 | -14.70 | 58.09 | -19.93 | 6.36 | -37.53 | 23.43 | -1.61 | 16.93 | 2.24 | -5.45 | 21.77 | -32.08 | -12.31 | -16.67 | -4.04 | -19.86 | 200.85 | -81.90 | -82.01 | -32.03 | 64.95 | 48.09 | -28.80 | 283.33 |
| Sharpe Ratio | NA | 3.07 | -0.15 | -0.11 | -0.09 | NA | NA | … | … | 12.88 | 0.17 | 0.00 | -0.92 | -0.32 | 1.46 | -0.27 | -0.62 | 0.58 | -0.73 | -0.40 | -1.30 | 0.14 | -0.48 | -0.03 | -0.22 | -0.46 | 0.04 | -0.76 | -0.94 | -0.58 | -0.57 | -0.73 | 3.24 | -1.08 | -0.74 | -0.78 | 1.28 | 1.35 | -1.25 | 3.97 |
| Standard Deviation(%) | NA | 124.35 | 55.67 | 58.83 | 58.39 | NA | NA | … | … | 118.03 | 115.18 | 46.84 | 47.05 | 59.90 | 68.73 | 64.48 | 60.89 | 63.27 | 53.99 | 69.30 | 43.09 | 35.81 | 42.15 | 59.28 | 74.52 | 51.81 | 75.43 | 67.90 | 36.60 | 68.02 | 43.74 | 54.06 | 55.99 | 94.29 | 140.60 | 129.41 | 70.13 | 60.11 | 60.18 | 125.40 |
| Draw Down(%) | NA | 61.09 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 29.19 | 58.65 | 100.00 | 48.13 | 41.53 | 28.57 | 40.11 | 48.31 | 46.28 | 40.28 | 25.17 | 49.17 | 13.47 | 23.03 | 29.26 | 57.12 | 45.00 | 50.56 | 65.99 | 38.08 | 42.35 | 25.44 | 62.30 | 37.65 | 86.20 | 93.18 | 79.02 | 32.41 | 46.41 | 51.48 | 69.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 0.34 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.70 | 2.14 | 1.52 | 2.37 | 1.24 | 0.31 | 0.00 | 0.00 | 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 06/04/2026, Common starting date is 04/02/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCC (Optical Cable Corporation) |
-90.07%
Feb 2000 – Feb 2003 |
-72.99%
Feb 2000 – Feb 2005 |
-50.43%
Feb 2000 – Feb 2010 |
-35.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCC (Optical Cable Corporation) |
54.28%
Feb 1997 – Feb 2000 |
30.59%
May 2021 – May 2026 |
17.17%
May 2016 – May 2026 |
7.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart