Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OSTBP (Overstock.com Inc) NA -41.05% 53.96% NA NA NA NA
Data as of 06/10/2022, Common starting date is 02/20/2018
More Performance Analytics Comparison
Name Start Date End Date
OSTBP (Overstock.com Inc) 02/20/2018 06/10/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 -41.05 53.96 NA NA NA NA -19.20 17.44 681.82 -57.69 -71.74
Sharpe Ratio NA -0.55 0.30 NA NA NA NA -0.53 0.32 2.65 -0.46 -0.93
Standard Deviation(%) NA 74.55 176.78 NA NA NA NA 73.80 88.53 255.21 128.34 84.11
Draw Down(%) NA 55.48 95.50 NA NA NA NA 26.98 35.65 86.84 78.00 75.47
Yield(%) 0.00 0.24 1.45 0.28 0.14 0.09 0.07 0.00 0.37 2.91 1.23 0.35
Data as of 06/10/2022, Common starting date is 02/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSTBP (Overstock.com Inc) 13.35%
Jul 2018 – Jul 2021
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
OSTBP (Overstock.com Inc) 56.34%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return