Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCESP (Ocean Spray Cranberries Inc. PFD 4%) | NA | 0.00% | 0.00% | 17.57% | 3.48% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCESP (Ocean Spray Cranberries Inc. PFD 4%) | 11/13/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | 17.57 | 3.48 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -19.76 | 58.05 | -11.60 | 25.00 | 7.53 | 4.69 | 1.45 | 8.27 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.00 | 0.26 | 0.04 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -0.28 | 0.48 | -1.05 | 1.16 | 0.95 | 0.98 | 0.09 | 1.04 | 0.00 |
| Standard Deviation(%) | NA | NA | 20.18 | 59.20 | 44.48 | NA | NA | … | … | NA | NA | NA | NA | 70.21 | 118.63 | 12.40 | 20.39 | 7.27 | 4.58 | 16.13 | 7.94 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 44.02 | 60.08 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 41.05 | 54.84 | 11.60 | 0.00 | 0.00 | 0.00 | 10.72 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.40 | 0.33 | 0.25 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.48 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCESP (Ocean Spray Cranberries Inc. PFD 4%) |
-18.74%
Sep 2017 – Sep 2020 |
-12.89%
Sep 2015 – Sep 2020 |
3.48%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCESP (Ocean Spray Cranberries Inc. PFD 4%) |
41.09%
Sep 2020 – Sep 2023 |
18.54%
Oct 2015 – Oct 2020 |
5.65%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart