Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORXCF (ORIX Corporation) | 50.92% | 110.38% | 39.05% | 22.78% | 20.28% | nan% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORXCF (ORIX Corporation) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.16 | 110.38 | 39.05 | 22.78 | 20.28 | nan | NA | … | … | 50.92 | 18.57 | 39.27 | 20.49 | -19.06 | 38.35 | -2.18 | 18.96 | -169.65 | 9.25 | -312.07 | 16.95 | -199.87 | -82.43 | 2,050.95 | 485.67 | 8.29 |
| Sharpe Ratio | NA | 1.62 | 0.73 | 0.48 | NA | NA | NA | … | … | 1.79 | 0.38 | 0.71 | 0.67 | -0.71 | 1.28 | -0.05 | 0.39 | NA | 0.47 | NA | 0.66 | NA | -0.36 | 7.22 | 2.60 | 2.35 |
| Standard Deviation(%) | NA | 58.21 | 47.27 | 40.27 | NA | NA | NA | … | … | 73.44 | 41.22 | 50.42 | 25.31 | 28.80 | 29.89 | 52.55 | 45.17 | NA | 18.41 | NA | 25.58 | NA | 230.45 | 291.28 | 186.44 | 20.03 |
| Draw Down(%) | NA | 0.00 | 0.00 | 7.40 | 334.00 | NA | NA | … | … | 1.46 | 12.62 | 0.33 | 0.00 | 7.40 | 1.51 | 17.05 | 4.79 | 178.84 | 7.98 | 319.82 | 3.61 | 234.21 | 90.09 | 6.15 | 17.81 | 1.04 |
| Yield(%) | 0.00 | 4.07 | 5.73 | 4.77 | 49.84 | 13.04 | 15.53 | … | … | 1.48 | 4.00 | 5.51 | 5.89 | 3.19 | 4.79 | 4.32 | 5.07 | 227.65 | 3.01 | 168.80 | 3.69 | 132.18 | 1.38 | 106.51 | 86.91 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORXCF (ORIX Corporation) |
-3.73%
Sep 2019 – Sep 2022 |
-15.95%
Apr 2012 – Apr 2017 |
9.81%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORXCF (ORIX Corporation) |
189.41%
Nov 2010 – Nov 2013 |
57.05%
Nov 2011 – Nov 2016 |
20.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart