Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSFDX (Oceanstone Fund) | NA | -11.99% | 7.99% | NA | NA | NA | NA | … | … |
Data as of 04/21/2015, Common starting date is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSFDX (Oceanstone Fund) | 06/30/2010 | 04/21/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.99 | 7.99 | NA | NA | NA | NA | … | … | 0.00 | -8.95 | 27.09 | 22.35 | 0.88 | 12.73 |
| Sharpe Ratio | NA | -1.59 | 0.79 | NA | NA | NA | NA | … | … | 0.00 | -0.92 | 3.11 | 1.80 | 0.04 | 0.96 |
| Standard Deviation(%) | NA | 7.57 | 9.67 | NA | NA | NA | NA | … | … | 0.00 | 9.71 | 8.71 | 12.50 | 23.74 | 27.63 |
| Draw Down(%) | NA | 13.82 | 14.90 | NA | NA | NA | NA | … | … | 0.00 | 14.90 | 4.43 | 15.04 | 22.74 | 12.73 |
| Yield(%) | 0.00 | 0.00 | 4.27 | 5.65 | 2.82 | 1.88 | 1.41 | … | … | 0.00 | 0.00 | 6.02 | 7.27 | 12.12 | 0.00 |
Data as of 04/21/2015, Common starting date is 06/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSFDX (Oceanstone Fund) |
6.19%
Mar 2012 – Mar 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSFDX (Oceanstone Fund) |
18.33%
Aug 2010 – Aug 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart