Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCSIX (Orchard Small Cap Value Fund Cl I) | NA | -17.44% | -7.56% | NA | NA | NA | NA | … | … |
Data as of 10/21/2020, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCSIX (Orchard Small Cap Value Fund Cl I) | 12/30/2015 | 10/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.44 | -7.56 | NA | NA | NA | NA | … | … | -22.44 | 21.17 | -20.43 | 9.79 | 41.01 | -0.80 |
| Sharpe Ratio | NA | -0.39 | -0.29 | NA | NA | NA | NA | … | … | -0.54 | 1.08 | -1.33 | 0.68 | 2.15 | NA |
| Standard Deviation(%) | NA | 45.87 | 30.02 | NA | NA | NA | NA | … | … | 50.63 | 18.21 | 16.41 | 13.44 | 18.90 | 0.00 |
| Draw Down(%) | NA | 50.17 | 56.61 | NA | NA | NA | NA | … | … | 49.48 | 13.36 | 32.56 | 10.50 | 13.41 | 0.80 |
| Yield(%) | 0.00 | 0.00 | 6.84 | 6.48 | 3.24 | 2.16 | 1.62 | … | … | 0.00 | 0.66 | 13.25 | 7.33 | 2.77 | 0.00 |
Data as of 10/21/2020, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCSIX (Orchard Small Cap Value Fund Cl I) |
-11.35%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| OCSIX (Orchard Small Cap Value Fund Cl I) |
15.16%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart