Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCLDY (Orica Ltd ADR) | NA | 48.25% | 19.95% | 7.65% | 5.62% | NA | NA | … | … |
Data as of 11/20/2025, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCLDY (Orica Ltd ADR) | 03/15/2012 | 11/20/2025 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.93 | 48.25 | 19.95 | 7.65 | 5.62 | NA | NA | … | … | 70.28 | -11.37 | 9.41 | 4.92 | -12.15 | -25.33 | 29.37 | -7.75 | 10.74 | 17.00 | -22.59 | -24.08 | -15.58 | -1.00 |
| Sharpe Ratio | NA | 0.98 | 0.38 | 0.13 | 0.11 | NA | NA | … | … | 1.71 | -0.36 | 0.17 | 0.09 | -0.26 | -0.48 | 1.35 | -0.33 | 0.39 | 0.48 | -0.62 | -0.88 | -0.47 | -0.05 |
| Standard Deviation(%) | NA | 46.26 | 40.35 | 41.33 | 38.03 | NA | NA | … | … | 46.18 | 41.73 | 34.20 | 39.49 | 46.38 | 53.64 | 20.68 | 27.39 | 25.94 | 35.25 | 36.22 | 27.44 | 32.95 | 27.37 |
| Draw Down(%) | NA | 23.22 | 30.64 | 35.23 | 48.66 | NA | NA | … | … | 20.60 | 28.79 | 16.29 | 33.86 | 30.71 | 47.68 | 6.33 | 25.47 | 21.46 | 26.28 | 40.67 | 32.06 | 41.34 | 20.44 |
| Yield(%) | 0.00 | 3.00 | 2.51 | 2.08 | 2.63 | 1.48 | 1.11 | … | … | 1.50 | 2.79 | 2.67 | 2.35 | 1.53 | 1.51 | 1.61 | 2.76 | 3.06 | 3.39 | 4.70 | 4.05 | 3.33 | 3.38 |
Data as of 11/20/2025, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLDY (Orica Ltd ADR) |
-24.80%
Feb 2013 – Feb 2016 |
-10.02%
Sep 2017 – Sep 2022 |
-7.57%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLDY (Orica Ltd ADR) |
21.30%
Sep 2022 – Sep 2025 |
7.93%
Oct 2020 – Oct 2025 |
5.53%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart