Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OQAL | NA | 4.25% | NA | NA | NA | NA | NA | … | … |
Data as of 02/28/2020, Common starting date is 11/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OQAL | 11/10/2017 | 02/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.25 | NA | NA | NA | NA | NA | … | … | -11.09 | 32.19 | -4.27 | 3.94 |
| Sharpe Ratio | NA | 0.14 | NA | NA | NA | NA | NA | … | … | -1.19 | 2.34 | -0.34 | 2.60 |
| Standard Deviation(%) | NA | 21.27 | NA | NA | NA | NA | NA | … | … | 44.93 | 13.15 | 16.39 | 12.84 |
| Draw Down(%) | NA | 15.84 | NA | NA | NA | NA | NA | … | … | 15.84 | 7.50 | 19.63 | 0.73 |
| Yield(%) | 0.00 | 1.48 | 0.95 | 0.57 | 0.29 | 0.19 | 0.14 | … | … | 0.00 | 1.66 | 1.17 | 0.00 |
Data as of 02/28/2020, Common starting date is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OQAL (OQAL) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OQAL (OQAL) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart