Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OKRG (OAKRIDGE HOLDINGS INC) | NA | -64.29% | -49.14% | -34.02% | -22.00% | -14.67% | NA | … | … |
Data as of 10/13/2017, Common starting date is 06/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OKRG (OAKRIDGE HOLDINGS INC) | 06/26/2000 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 25.00 | -64.29 | -49.14 | -34.02 | -22.00 | -14.67 | NA | … | … | 150.00 | -66.67 | -80.00 | -23.08 | -11.36 | 25.71 | -12.50 | 11.11 | -52.00 | 25.00 | 53.85 | -40.00 | -38.10 | 59.09 | 73.68 | -51.90 | -47.33 | -23.81 |
| Sharpe Ratio | NA | -0.32 | -0.40 | -0.40 | -0.34 | NA | NA | … | … | 1.86 | -0.39 | -0.83 | -0.63 | -1.07 | 0.44 | -0.36 | -0.14 | -0.48 | 0.04 | 0.34 | -0.73 | -0.31 | 0.61 | 0.59 | -0.69 | -0.44 | -0.46 |
| Standard Deviation(%) | NA | 256.58 | 181.27 | 140.74 | 122.59 | NA | NA | … | … | 108.94 | 260.13 | 118.62 | 66.11 | 27.84 | 16.44 | 86.53 | 54.35 | 145.99 | 130.27 | 93.64 | 86.02 | 189.95 | 64.97 | 92.24 | 104.46 | 158.36 | 139.31 |
| Draw Down(%) | NA | 85.71 | 94.74 | 96.00 | 98.67 | NA | NA | … | … | 0.00 | 87.50 | 80.00 | 40.00 | 20.45 | 0.00 | 46.15 | 28.00 | 67.00 | 60.67 | 40.59 | 46.15 | 70.00 | 22.31 | 36.36 | 62.38 | 56.90 | 43.75 |
| 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 |
Data as of 10/13/2017, Common starting date is 06/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKRG (OAKRIDGE HOLDINGS INC) |
-64.04%
Nov 2013 – Nov 2016 |
-45.07%
Nov 2011 – Nov 2016 |
-28.21%
Apr 2007 – Apr 2017 |
-23.01%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKRG (OAKRIDGE HOLDINGS INC) |
24.92%
Aug 2002 – Aug 2005 |
30.41%
Jul 2003 – Jul 2008 |
2.08%
Jun 2003 – Jun 2013 |
-10.59%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart