Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSAGF (OSRAM Licht AG) | NA | 2.02% | 0.26% | 6.49% | 1.33% | NA | NA | … | … |
Data as of 05/15/2025, Common starting date is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSAGF (OSRAM Licht AG) | 10/24/2013 | 05/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.88 | 2.02 | 0.26 | 6.49 | 1.33 | NA | NA | … | … | 4.88 | 0.94 | 5.89 | -22.11 | 6.78 | 23.42 | 20.81 | -52.46 | 78.63 | 23.17 | 8.09 | -28.66 | 11.15 |
| Sharpe Ratio | NA | -0.24 | -0.37 | 0.34 | 0.00 | NA | NA | … | … | 1.36 | -0.53 | 0.24 | -1.45 | 0.59 | 0.17 | 0.50 | -1.01 | 3.14 | 0.85 | 0.16 | -0.76 | 3.07 |
| Standard Deviation(%) | NA | 5.54 | 8.01 | 13.23 | 52.86 | NA | NA | … | … | 7.88 | 5.02 | 9.31 | 16.24 | 11.48 | 139.78 | 38.67 | 53.64 | 24.98 | 26.85 | 50.55 | 37.58 | 25.52 |
| Draw Down(%) | NA | 2.73 | 10.10 | 23.00 | 72.19 | NA | NA | … | … | 0.00 | 3.17 | 4.17 | 22.11 | 6.81 | 52.64 | 36.85 | 62.50 | 12.33 | 26.19 | 32.20 | 52.64 | 7.09 |
| Yield(%) | 4.65 | 4.52 | 1.49 | 1.21 | 1.50 | 1.20 | 0.90 | … | … | 4.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.04 | 1.54 | 4.00 | 2.34 | 2.50 | 0.00 | 0.00 |
Data as of 05/15/2025, Common starting date is 10/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSAGF (OSRAM Licht AG) |
-24.12%
Mar 2017 – Mar 2020 |
-10.83%
Mar 2015 – Mar 2020 |
-0.79%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSAGF (OSRAM Licht AG) |
33.48%
Dec 2014 – Dec 2017 |
16.34%
Mar 2020 – Mar 2025 |
5.89%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart