Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OROCF (Allkem Ltd) | NA | -18.27% | 20.98% | 23.16% | 12.04% | NA | NA | … | … |
Data as of 01/08/2024, Common starting date is 10/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OROCF (Allkem Ltd) | 10/20/2009 | 01/08/2024 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.85 | -18.27 | 20.98 | 23.16 | 12.04 | NA | NA | … | … | -6.85 | -3.57 | 0.93 | 118.02 | 87.98 | -17.94 | -58.86 | 66.77 | 85.71 | -21.88 | 1.36 | 41.67 | 20.00 | -63.89 | 249.51 | -26.95 |
| Sharpe Ratio | NA | -0.41 | 0.32 | 0.36 | 0.19 | NA | NA | … | … | -1.04 | -0.15 | -0.01 | 1.98 | 1.22 | -0.43 | -1.00 | 1.33 | 1.36 | -0.38 | 0.03 | 0.87 | 0.33 | -0.83 | 2.86 | -1.27 |
| Standard Deviation(%) | NA | 52.72 | 59.20 | 59.47 | 57.48 | NA | NA | … | … | 99.39 | 52.40 | 64.58 | 59.52 | 71.28 | 45.27 | 59.99 | 50.11 | 62.32 | 57.22 | 45.38 | 48.02 | 61.90 | 77.28 | 87.09 | 62.42 |
| Draw Down(%) | NA | 52.61 | 52.61 | 59.19 | 81.31 | NA | NA | … | … | 10.14 | 52.61 | 36.34 | 29.02 | 58.74 | 43.01 | 65.82 | 45.77 | 39.47 | 58.33 | 32.00 | 34.71 | 49.07 | 77.50 | 52.04 | 29.79 |
| 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 |
Data as of 01/08/2024, Common starting date is 10/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OROCF (Allkem Ltd) |
-21.87%
Oct 2017 – Oct 2020 |
-17.68%
Nov 2010 – Nov 2015 |
-3.96%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OROCF (Allkem Ltd) |
89.78%
Jun 2020 – Jun 2023 |
31.53%
Mar 2017 – Mar 2022 |
24.02%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart