Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSCBX (Overseas SMA Completion Portfolio) | 1.97% | 22.21% | 20.26% | 8.33% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSCBX (Overseas SMA Completion Portfolio) | 09/13/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 22.21 | 20.26 | 8.33 | NA | NA | NA | … | … | 1.97 | 47.20 | 6.06 | 15.00 | -11.51 | 6.10 | 7.38 | 10.10 |
| Sharpe Ratio | NA | 1.41 | 1.20 | 0.37 | NA | NA | NA | … | … | 0.25 | 3.03 | 0.17 | 0.83 | -0.60 | 0.46 | 0.22 | 3.58 |
| Standard Deviation(%) | NA | 14.81 | 14.92 | 16.21 | NA | NA | NA | … | … | 18.23 | 14.72 | 14.25 | 13.79 | 21.59 | 13.27 | 32.56 | 10.34 |
| Draw Down(%) | NA | 14.34 | 14.34 | 32.93 | NA | NA | NA | … | … | 14.34 | 12.19 | 8.46 | 11.70 | 28.99 | 13.78 | 39.50 | 3.80 |
| Yield(%) | 0.00 | 3.37 | 5.59 | 4.34 | 3.18 | 2.12 | 1.59 | … | … | 0.00 | 4.15 | 6.49 | 6.16 | 3.27 | 6.81 | 1.48 | 1.49 |
Data as of 06/03/2026, Common starting date is 09/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCBX (Overseas SMA Completion Portfolio) |
-2.19%
Oct 2019 – Oct 2022 |
4.22%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCBX (Overseas SMA Completion Portfolio) |
26.82%
Sep 2022 – Sep 2025 |
14.34%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart