Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLCLF (Oriental Land Co. Ltd) | NA | -4.60% | -17.72% | -6.78% | 30.66% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLCLF (Oriental Land Co. Ltd) | 05/20/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.60 | -17.72 | -6.78 | 30.66 | NA | NA | … | … | 19.36 | -20.11 | -46.09 | -5.94 | 9.54 | 36.42 | 101.99 | 73.94 | 244.07 | 84.28 | 88.82 | 411.21 | 52.65 |
| Sharpe Ratio | NA | -0.19 | -0.19 | -0.10 | 0.47 | NA | NA | … | … | 0.61 | -0.51 | -0.27 | -0.19 | 0.29 | 1.11 | 2.47 | 1.98 | 4.10 | 1.75 | 1.63 | 4.33 | 1.60 |
| Standard Deviation(%) | NA | 40.60 | 111.18 | 89.06 | 70.87 | NA | NA | … | … | 39.51 | 46.50 | 183.07 | 38.02 | 32.98 | 32.44 | 40.65 | 36.88 | 59.73 | 48.09 | 54.56 | 95.01 | 61.29 |
| Draw Down(%) | NA | 30.58 | 80.12 | 81.56 | 81.56 | NA | NA | … | … | 21.72 | 36.44 | 80.12 | 33.69 | 22.66 | 16.27 | 14.61 | 5.98 | 1.11 | 13.43 | 18.51 | 2.38 | 10.33 |
| Yield(%) | 0.00 | 0.53 | 9.28 | 9.53 | 37.98 | 54.29 | 40.71 | … | … | 0.22 | 23.01 | 12.53 | 8.86 | 7.67 | 9.53 | 43.12 | 42.99 | 70.35 | 57.80 | 62.22 | 88.29 | 39.47 |
Data as of 09/26/2025, Common starting date is 05/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCLF (Oriental Land Co. Ltd) |
-32.18%
Mar 2022 – Mar 2025 |
-10.68%
Nov 2019 – Nov 2024 |
28.37%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCLF (Oriental Land Co. Ltd) |
182.89%
Jun 2013 – Jun 2016 |
170.09%
Jun 2013 – Jun 2018 |
76.26%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart