Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORINF (Orion Oyj) | NA | 29.49% | 6.55% | 6.82% | 6.97% | NA | NA | … | … |
Data as of 11/27/2024, Common starting date is 05/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORINF (Orion Oyj) | 05/29/2013 | 11/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.49 | 6.55 | 6.82 | 6.97 | NA | NA | … | … | 29.49 | -1.35 | -5.30 | 5.39 | 5.56 | 36.65 | -1.25 | 3.44 | 3.88 | 10.44 | 38.53 | -7.41 |
| Sharpe Ratio | NA | 0.57 | 0.09 | 0.16 | 0.20 | NA | NA | … | … | 0.61 | -0.21 | -0.67 | 0.35 | 0.16 | 1.16 | -0.06 | 0.09 | 0.97 | 0.86 | 0.96 | -1.22 |
| Standard Deviation(%) | NA | 40.13 | 27.80 | 26.95 | 27.17 | NA | NA | … | … | 42.40 | 26.67 | 10.02 | 15.13 | 32.82 | 30.33 | 40.27 | 31.42 | 3.80 | 12.09 | 40.21 | 9.98 |
| Draw Down(%) | NA | 18.62 | 20.69 | 24.40 | 38.04 | NA | NA | … | … | 18.62 | 20.69 | 8.83 | 11.04 | 24.40 | 12.99 | 23.77 | 22.00 | 0.00 | 4.42 | 12.15 | 7.41 |
| Yield(%) | 0.00 | 2.11 | 2.95 | 3.95 | 3.95 | 3.84 | 2.88 | … | … | 2.11 | 3.97 | 3.39 | 3.44 | 6.99 | 4.41 | 4.04 | 0.57 | 3.73 | 3.95 | 5.00 | 0.00 |
Data as of 11/27/2024, Common starting date is 05/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORINF (Orion Oyj) |
-5.47%
Jul 2015 – Jul 2018 |
0.90%
Jun 2014 – Jun 2019 |
4.09%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORINF (Orion Oyj) |
28.02%
Feb 2014 – Feb 2017 |
16.17%
Jun 2018 – Jun 2023 |
9.85%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart