Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCM (Otc Markets Group) | 2.04% | 8.17% | 1.70% | 6.29% | 16.97% | 21.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCM (Otc Markets Group) | 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 (%) | 0.10 | 8.17 | 1.70 | 6.29 | 16.97 | 21.36 | NA | … | … | 2.04 | 5.08 | -4.43 | 2.06 | 0.06 | 81.05 | 1.05 | 25.17 | 4.17 | 32.32 | 50.46 | 21.96 | 97.42 | 5.79 | 50.20 | -7.85 | -1.95 |
| Sharpe Ratio | NA | 0.28 | -0.01 | 0.18 | 0.48 | NA | NA | … | … | 0.39 | 0.07 | -0.35 | -0.07 | -0.04 | 1.85 | 0.02 | 0.60 | 0.08 | 0.80 | 2.41 | 0.83 | 3.24 | 0.35 | 1.67 | -0.26 | -0.36 |
| Standard Deviation(%) | NA | 30.74 | 26.31 | 29.69 | 32.83 | NA | NA | … | … | 25.13 | 30.30 | 23.07 | 24.40 | 31.17 | 43.71 | 32.82 | 39.74 | 33.61 | 39.94 | 20.82 | 26.51 | 30.09 | 16.41 | 30.30 | 30.31 | 25.44 |
| Draw Down(%) | NA | 17.26 | 24.48 | 25.75 | 40.99 | NA | NA | … | … | 7.52 | 17.26 | 24.48 | 18.64 | 20.16 | 19.54 | 35.15 | 25.69 | 20.24 | 24.53 | 11.04 | 19.42 | 9.72 | 8.71 | 9.37 | 19.48 | 6.93 |
| Yield(%) | 0.00 | 5.14 | 4.15 | 4.84 | 10.45 | 23.80 | 16.64 | … | … | 1.17 | 4.83 | 4.01 | 3.93 | 3.70 | 6.17 | 3.60 | 4.29 | 4.14 | 5.27 | 7.14 | 7.52 | 10.58 | 3.18 | 8.49 | 2.68 | 0.65 |
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 |
|---|---|---|---|---|
| OTCM (Otc Markets Group) |
-4.80%
Mar 2022 – Mar 2025 |
7.90%
May 2021 – May 2026 |
16.39%
Mar 2015 – Mar 2025 |
20.61%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCM (Otc Markets Group) |
53.58%
Dec 2013 – Dec 2016 |
43.16%
Feb 2014 – Feb 2019 |
34.06%
Nov 2011 – Nov 2021 |
21.55%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart