Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORN (Orion Group Holdings, Inc.) | 42.76% | 66.55% | 76.29% | 19.31% | 11.02% | 2.51% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORN (Orion Group Holdings, Inc.) | 12/20/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 66.55 | 76.29 | 19.31 | 11.02 | 2.51 | NA | … | … | 42.76 | 42.16 | 52.43 | 107.56 | -36.87 | -23.99 | -4.43 | 20.98 | -45.21 | -21.31 | 138.61 | -62.26 | -8.15 | 64.57 | 9.92 | -42.67 | -44.92 | 118.01 | -35.60 | -5.06 |
| Sharpe Ratio | NA | 1.10 | 1.09 | 0.25 | 0.15 | NA | NA | … | … | 2.09 | 0.64 | 0.60 | 1.88 | -0.56 | -0.60 | -0.05 | 0.28 | -0.96 | -0.47 | 2.53 | -1.25 | -0.27 | 1.70 | 0.25 | -0.77 | -0.90 | 1.86 | -0.38 | -3.86 |
| Standard Deviation(%) | NA | 57.23 | 66.80 | 62.65 | 62.07 | NA | NA | … | … | 56.99 | 62.41 | 77.13 | 55.58 | 68.36 | 39.93 | 86.34 | 69.36 | 48.25 | 46.76 | 54.42 | 49.81 | 29.80 | 37.96 | 39.43 | 55.43 | 50.22 | 63.30 | 95.99 | 23.55 |
| Draw Down(%) | NA | 31.56 | 57.62 | 63.55 | 85.38 | NA | NA | … | … | 31.06 | 45.74 | 55.77 | 32.23 | 46.57 | 45.05 | 72.53 | 64.82 | 57.13 | 52.50 | 21.68 | 67.18 | 33.59 | 30.53 | 25.64 | 59.50 | 50.68 | 23.33 | 76.74 | 5.06 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORN (Orion Group Holdings, Inc.) |
-31.82%
May 2009 – May 2012 |
-26.24%
May 2014 – May 2019 |
-19.30%
May 2009 – May 2019 |
-11.46%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORN (Orion Group Holdings, Inc.) |
78.87%
Apr 2023 – Apr 2026 |
34.27%
May 2019 – May 2024 |
14.36%
Feb 2016 – Feb 2026 |
1.86%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart