Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORENF (Origin Enterprises plc) | NA | 31.13% | -1.28% | -2.87% | -4.85% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 01/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORENF (Origin Enterprises plc) | 01/14/2013 | 05/29/2025 |
| 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 (%) | -3.10 | 31.13 | -1.28 | -2.87 | -4.85 | NA | NA | … | … | 45.71 | -10.15 | -25.74 | 24.33 | 19.10 | -39.64 | -23.90 | 2.89 | 15.44 | -7.17 | -23.60 | 5.80 | 72.02 |
| Sharpe Ratio | NA | 0.79 | -0.13 | -0.12 | -0.20 | NA | NA | … | … | 3.70 | -0.47 | -1.08 | 0.53 | 1.16 | -0.71 | -1.10 | 0.66 | 0.74 | -0.27 | -1.15 | 0.24 | 1.41 |
| Standard Deviation(%) | NA | 35.19 | 36.24 | 40.10 | 31.70 | NA | NA | … | … | 40.61 | 35.54 | 28.07 | 43.35 | 16.50 | 56.21 | 22.92 | 2.39 | 20.16 | 27.60 | 20.58 | 23.71 | 53.46 |
| Draw Down(%) | NA | 26.75 | 35.18 | 42.92 | 59.82 | NA | NA | … | … | 4.47 | 26.75 | 28.03 | 31.36 | 0.00 | 42.92 | 26.91 | 0.00 | 5.49 | 26.35 | 25.86 | 15.63 | 2.46 |
| Yield(%) | 0.00 | 5.40 | 3.50 | 2.29 | 1.92 | 2.27 | 1.71 | … | … | 4.90 | 4.56 | 3.14 | 3.13 | 1.19 | 0.54 | 3.14 | 2.88 | 3.09 | 3.04 | 2.25 | 0.00 | 2.94 |
Data as of 05/29/2025, Common starting date is 01/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORENF (Origin Enterprises plc) |
-22.62%
Jun 2017 – Jun 2020 |
-16.67%
Jun 2015 – Jun 2020 |
-9.17%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORENF (Origin Enterprises plc) |
14.66%
Jun 2020 – Jun 2023 |
8.42%
Apr 2013 – Apr 2018 |
0.09%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart