Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OEDVQ (Osage Exploration & Development Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 05/17/2021, Common starting date is 02/28/2008
More Performance Analytics Comparison
Name Start Date End Date
OEDVQ (Osage Exploration & Development Inc) 02/28/2008 05/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 70.00 66.67 0.00 17.65 -94.95 -96.82 -67.94 11.24 97.78 1,400.00 7.14 -80.00 -86.14
Sharpe Ratio NA 0.51 0.17 0.09 -0.16 NA NA 1.25 0.29 0.26 -0.01 0.05 -0.25 -0.55 -0.88 0.17 1.07 5.24 0.02 -0.24 -0.39
Standard Deviation(%) NA 296.69 248.43 295.07 230.42 NA NA 333.26 238.49 249.37 231.98 344.51 374.36 175.23 77.14 65.90 92.14 266.98 349.32 340.33 233.52
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 65.52 76.47 70.00 78.57 97.69 97.39 78.43 51.35 71.36 56.45 69.23 90.48 90.40
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/17/2021, Common starting date is 02/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OEDVQ (Osage Exploration & Development Inc) -93.07%
Jan 2014 – Jan 2017
-80.33%
Feb 2013 – Feb 2018
-47.92%
Jul 2008 – Jul 2018
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OEDVQ (Osage Exploration & Development Inc) 284.85%
Aug 2009 – Aug 2012
110.67%
Aug 2009 – Aug 2014
-19.26%
Jan 2011 – Jan 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return