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
OGI (Organigram Holdings Inc.) -35.71% -19.40% 39.25% -18.91% NA NA NA
Data as of 06/04/2026, Common starting date is 05/21/2019
More Performance Analytics Comparison
Name Start Date End Date
OGI (Organigram Holdings Inc.) 05/21/2019 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 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) -5.26 -19.40 39.25 -18.91 NA NA NA -35.71 11.18 23.66 63.75 -54.29 31.58 -45.71 -68.63 10.19 50.70 225.76 20.00 -67.16 -80.00 -77.97 57.07 -59.46 -66.38 -54.55 -4.35 1.47 -2.86 27.27 70.59 -58.67
Sharpe Ratio NA -0.33 0.32 -0.23 -0.21 NA NA -1.07 0.14 0.23 0.38 -0.81 0.28 -0.49 -1.43 -0.15 0.52 2.30 0.01 -0.15 -0.22 -0.83 0.35 -1.13 -0.74 -0.70 -0.32 -0.29 -0.33 0.12 0.69 -0.96
Standard Deviation(%) NA 60.95 106.14 92.31 242.49 NA NA 59.54 62.23 74.98 157.00 69.29 112.37 93.93 79.22 73.87 61.32 82.86 114.92 568.68 439.83 116.38 110.59 69.00 114.74 106.10 82.81 72.86 72.38 62.42 74.20 102.27
Draw Down(%) NA 50.71 67.65 88.69 99.62 NA NA 39.88 49.13 47.43 62.63 61.75 70.83 70.29 73.76 50.48 39.23 33.11 69.09 88.00 80.00 81.23 60.00 76.79 78.33 68.60 48.57 43.48 60.00 38.36 32.94 68.67
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 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 06/04/2026, Common starting date is 05/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGI (Organigram Holdings Inc.) -47.72%
Jun 2019 – Jun 2022
-24.88%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGI (Organigram Holdings Inc.) 45.51%
May 2023 – May 2026
14.09%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return