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
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

3-Year Annualized Rolling Return