Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCLCF (Oracle Corporation Japan) | -32.06% | -33.15% | 3.37% | nan% | nan% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCLCF (Oracle Corporation Japan) | 12/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.15 | 3.37 | nan | nan | NA | NA | … | … | -32.06 | 2.26 | 29.30 | 25.33 | -149.43 | -20.22 | 27.62 | -222.22 | -23.44 | -282.16 | -112.22 | -205.34 | -215.71 | 0.00 |
| Sharpe Ratio | NA | -0.75 | 0.00 | NA | NA | NA | NA | … | … | -1.15 | -0.02 | 1.05 | 0.89 | NA | -0.56 | 1.37 | NA | -0.99 | NA | NA | NA | NA | NA |
| Standard Deviation(%) | NA | 48.30 | 34.84 | NA | NA | NA | NA | … | … | 57.27 | 33.34 | 24.50 | 24.48 | NA | 36.41 | 19.84 | NA | 25.08 | NA | NA | NA | NA | 0.00 |
| Draw Down(%) | NA | 52.19 | 52.19 | 173.70 | 236.28 | NA | NA | … | … | 35.91 | 25.41 | 7.18 | 11.37 | 173.70 | 18.01 | 0.00 | 222.22 | 23.44 | 224.71 | 114.82 | 199.64 | 210.27 | 0.00 |
| Yield(%) | 2.10 | 1.34 | 3.75 | 26.88 | 93.97 | 183.81 | 137.86 | … | … | 1.37 | 1.45 | 5.72 | 1.90 | 183.11 | 1.26 | 1.57 | 212.50 | 1.31 | 236.42 | 888.89 | 238.39 | 231.81 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLCF (Oracle Corporation Japan) |
-44.56%
Nov 2015 – Nov 2018 |
-32.27%
May 2014 – May 2019 |
-19.17%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLCF (Oracle Corporation Japan) |
33.24%
Jun 2022 – Jun 2025 |
21.67%
May 2016 – May 2021 |
-13.01%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart