Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGSM (Organic Sales and Marketing Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 08/20/2021, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGSM (Organic Sales and Marketing Inc) | 05/06/2008 | 08/20/2021 |
| 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 | 40.00 | -16.67 | 20.00 | 25.00 | 0.00 | 33.33 | 50.00 | -33.33 | -40.00 | -16.67 | -66.67 | -10.00 | -83.33 |
| Sharpe Ratio | NA | -0.20 | -0.16 | -0.09 | -0.07 | NA | NA | … | … | -0.26 | 0.11 | -0.11 | 0.08 | 0.08 | 0.00 | 0.12 | 0.19 | -0.18 | -0.17 | -0.07 | -0.32 | -0.03 | -0.55 |
| Standard Deviation(%) | NA | 378.96 | 294.85 | 328.19 | 281.76 | NA | NA | … | … | 361.96 | 370.42 | 168.22 | 247.47 | 311.73 | 381.80 | 266.85 | 261.25 | 182.08 | 232.97 | 243.22 | 210.31 | 326.28 | 169.90 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 88.89 | 80.00 | 70.00 | 96.00 | 91.43 | 71.43 | 80.00 | 75.00 | 70.00 | 83.33 | 77.78 | 87.76 | 93.10 |
| 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 08/20/2021, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGSM (Organic Sales and Marketing Inc) |
-61.68%
Jun 2008 – Jun 2011 |
-50.00%
Jun 2008 – Jun 2013 |
-27.99%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGSM (Organic Sales and Marketing Inc) |
104.08%
Apr 2015 – Apr 2018 |
53.42%
Mar 2013 – Mar 2018 |
8.45%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
