Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OROVY (Orient Overseas International Ltd ADR) | 17.31% | 13.11% | 24.53% | 30.16% | 34.12% | 16.84% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OROVY (Orient Overseas International Ltd ADR) | 10/27/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.83 | 13.11 | 24.53 | 30.16 | 34.12 | 16.84 | NA | … | … | 17.31 | 24.23 | 11.35 | 7.49 | 3.96 | 263.06 | 64.22 | -29.92 | 3.74 | 150.18 | -17.12 | -19.07 | 18.17 | -21.76 | 41.77 | -43.42 | 94.12 | 0.00 |
| Sharpe Ratio | NA | 0.33 | 0.43 | 0.58 | 0.47 | NA | NA | … | … | 1.24 | 0.54 | 0.15 | 0.09 | 0.04 | 1.97 | 0.59 | -0.46 | 0.64 | 2.85 | -0.57 | -0.74 | 0.75 | -0.93 | 0.82 | -0.74 | 1.61 | 0.00 |
| Standard Deviation(%) | NA | 30.68 | 42.62 | 50.73 | 68.56 | NA | NA | … | … | 29.87 | 39.97 | 51.62 | 40.78 | 59.96 | 133.20 | 107.81 | 68.70 | 3.68 | 52.70 | 30.57 | 25.66 | 24.17 | 23.48 | 51.63 | 58.37 | 58.58 | NA |
| Draw Down(%) | NA | 15.27 | 32.11 | 47.94 | 56.64 | NA | NA | … | … | 13.30 | 19.24 | 32.11 | 27.66 | 47.94 | 43.06 | 34.95 | 56.64 | 0.00 | 16.80 | 24.73 | 31.58 | 17.86 | 28.02 | 23.32 | 58.28 | 18.40 | 0.00 |
| Yield(%) | 2.33 | 6.54 | 11.06 | 31.14 | 61.82 | 21.46 | 25.83 | … | … | 2.61 | 13.81 | 5.75 | 29.88 | 36.00 | 46.66 | 24.93 | 1.45 | 0.00 | 0.47 | 0.34 | 2.01 | 1.63 | 0.76 | 1.34 | 18.07 | 5.87 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OROVY (Orient Overseas International Ltd ADR) |
-19.27%
Jun 2013 – Jun 2016 |
-13.99%
Feb 2011 – Feb 2016 |
-0.64%
Mar 2010 – Mar 2020 |
15.16%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OROVY (Orient Overseas International Ltd ADR) |
125.81%
Aug 2019 – Aug 2022 |
65.86%
Aug 2020 – Aug 2025 |
34.63%
Mar 2016 – Mar 2026 |
19.19%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart