Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OJOC (Ojai Oil Company) | NA | 7.88% | 8.84% | 29.22% | 22.52% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OJOC (Ojai Oil Company) | 06/18/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.88 | 8.84 | 29.22 | 22.52 | NA | NA | … | … | -2.21 | 5.99 | 21.41 | 73.74 | 62.71 | -8.31 | 61.30 | 18.96 | 11.41 | -3.06 | 2.08 | -13.43 |
| Sharpe Ratio | NA | 0.19 | 0.18 | 0.70 | 0.61 | NA | NA | … | … | -0.23 | 0.06 | 0.73 | 1.09 | 2.99 | -0.24 | 1.30 | 0.80 | 0.61 | -0.21 | 0.17 | -0.70 |
| Standard Deviation(%) | NA | 26.10 | 30.03 | 38.54 | 34.53 | NA | NA | … | … | 25.67 | 38.17 | 24.50 | 66.80 | 20.93 | 35.16 | 46.11 | 22.17 | 17.67 | 15.47 | 12.06 | 33.30 |
| Draw Down(%) | NA | 15.78 | 23.56 | 23.56 | 27.93 | NA | NA | … | … | 15.78 | 23.56 | 13.64 | 15.74 | 0.00 | 27.93 | 0.00 | 5.67 | 11.67 | 15.38 | 9.48 | 25.08 |
| Yield(%) | 0.00 | 1.67 | 1.55 | 3.49 | 4.65 | 2.43 | 1.82 | … | … | 0.72 | 1.44 | 1.33 | 1.98 | 2.15 | 1.49 | 2.36 | 2.25 | 2.27 | 2.07 | 1.84 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OJOC (Ojai Oil Company) |
-3.53%
Jul 2014 – Jul 2017 |
1.87%
Jul 2014 – Jul 2019 |
17.00%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OJOC (Ojai Oil Company) |
59.50%
Aug 2019 – Aug 2022 |
41.97%
Jan 2019 – Jan 2024 |
22.52%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart