Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGFGF (Origin Energy Limited) | 8.96% | 24.69% | 26.40% | 31.49% | 12.77% | 0.87% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGFGF (Origin Energy Limited) | 05/24/2011 | 06/03/2026 |
| 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.69 | 26.40 | 31.49 | 12.77 | 0.87 | NA | … | … | 8.96 | 23.38 | 31.96 | 19.19 | 44.21 | 11.86 | -37.95 | 33.10 | -35.76 | 56.70 | 37.26 | -55.98 | -22.63 | 6.28 | -6.27 | -16.49 |
| Sharpe Ratio | NA | 0.58 | 0.68 | 0.82 | 0.24 | NA | NA | … | … | 0.57 | 0.46 | 1.10 | 0.70 | 0.97 | 0.30 | -0.50 | 1.32 | -0.90 | 1.49 | 0.63 | -1.08 | -0.70 | 0.21 | -0.22 | -0.57 |
| Standard Deviation(%) | NA | 32.57 | 31.71 | 35.15 | 42.70 | NA | NA | … | … | 36.38 | 43.38 | 26.60 | 22.54 | 44.28 | 39.05 | 76.31 | 23.98 | 41.49 | 37.73 | 58.94 | 51.88 | 32.46 | 29.51 | 29.64 | 45.17 |
| Draw Down(%) | NA | 13.61 | 17.58 | 29.74 | 73.53 | NA | NA | … | … | 12.68 | 17.58 | 8.80 | 7.02 | 29.74 | 21.85 | 66.39 | 12.13 | 46.38 | 14.68 | 27.04 | 64.92 | 42.00 | 24.77 | 30.13 | 24.74 |
| Yield(%) | 0.00 | 10.25 | 12.71 | 16.14 | 7.14 | 2.08 | 1.51 | … | … | 6.66 | 2.97 | 16.73 | 9.34 | 6.02 | 5.39 | 1.67 | 2.33 | 0.00 | 0.00 | 2.03 | 4.48 | 3.66 | 4.12 | 3.66 | 1.51 |
Data as of 06/03/2026, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFGF (Origin Energy Limited) |
-35.11%
Jan 2013 – Jan 2016 |
-22.56%
Mar 2015 – Mar 2020 |
-11.84%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFGF (Origin Energy Limited) |
47.36%
Mar 2020 – Mar 2023 |
38.72%
Apr 2020 – Apr 2025 |
18.43%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart