Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCSNX (Orchard Small Cap Value Fund Cl N) | NA | -17.65% | -7.96% | 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 |
|---|---|---|
| OCSNX (Orchard Small Cap Value Fund Cl N) | 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 | -17.65 | -7.96 | NA | NA | NA | NA | … | … | -22.63 | 20.36 | -20.70 | 9.53 | 40.61 | -0.80 |
| Sharpe Ratio | NA | -0.39 | -0.31 | NA | NA | NA | NA | … | … | -0.54 | 1.04 | -1.35 | 0.66 | 2.14 | NA |
| Standard Deviation(%) | NA | 45.93 | 30.04 | NA | NA | NA | NA | … | … | 50.69 | 18.25 | 16.38 | 13.47 | 18.81 | 0.00 |
| Draw Down(%) | NA | 50.26 | 57.09 | NA | NA | NA | NA | … | … | 49.56 | 13.54 | 32.66 | 10.53 | 13.41 | 0.80 |
| Yield(%) | 0.00 | 0.00 | 6.73 | 6.35 | 3.17 | 2.12 | 1.59 | … | … | 0.00 | 0.00 | 13.33 | 7.35 | 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 |
|---|---|---|---|---|
| OCSNX (Orchard Small Cap Value Fund Cl N) |
-11.73%
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 |
|---|---|---|---|---|
| OCSNX (Orchard Small Cap Value Fund Cl N) |
14.78%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart