Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGFGY (Origin Energy Ltd ADR) | 6.66% | 25.29% | 20.18% | 25.64% | 10.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGFGY (Origin Energy Ltd ADR) | 08/06/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 25.29 | 20.18 | 25.64 | 10.62 | NA | NA | … | … | 6.66 | 16.50 | 30.19 | 15.33 | 44.45 | 6.41 | -35.65 | 38.04 | -40.35 | 65.41 | 37.71 | -45.78 | -19.93 | 5.67 | -2.52 |
| Sharpe Ratio | NA | 0.49 | 0.38 | 0.52 | 0.20 | NA | NA | … | … | 0.38 | 0.33 | 0.46 | 0.35 | 0.74 | 0.13 | -0.49 | 1.51 | -1.08 | 2.36 | 0.74 | -0.83 | -0.71 | 0.22 | -0.39 |
| Standard Deviation(%) | NA | 40.63 | 47.26 | 47.92 | 46.78 | NA | NA | … | … | 49.66 | 41.37 | 57.28 | 33.77 | 58.47 | 50.16 | 73.37 | 24.26 | 38.87 | 27.55 | 50.45 | 55.14 | 28.12 | 26.15 | 16.02 |
| Draw Down(%) | NA | 20.31 | 20.31 | 31.37 | 68.92 | NA | NA | … | … | 20.31 | 17.96 | 15.10 | 13.51 | 31.37 | 27.76 | 61.10 | 14.51 | 45.12 | 13.99 | 21.96 | 58.54 | 41.13 | 19.82 | 15.35 |
| Yield(%) | 0.00 | 6.27 | 8.08 | 10.07 | 5.04 | 2.41 | 1.81 | … | … | 2.86 | 5.67 | 10.63 | 4.69 | 5.42 | 2.51 | 2.85 | 3.82 | 0.00 | 0.00 | 2.37 | 13.03 | 3.70 | 4.02 | 2.03 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFGY (Origin Energy Ltd ADR) |
-29.55%
Jan 2013 – Jan 2016 |
-15.00%
Mar 2015 – Mar 2020 |
-5.83%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFGY (Origin Energy Ltd ADR) |
45.54%
Sep 2022 – Sep 2025 |
29.93%
Oct 2020 – Oct 2025 |
15.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart