Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTED (Oak Tree Educational Partners Inc) | NA | 0.00% | -37.00% | -35.56% | -22.00% | NA | NA | … | … |
Data as of 07/20/2022, Common starting date is 12/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTED (Oak Tree Educational Partners Inc) | 12/14/2010 | 07/20/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -37.00 | -35.56 | -22.00 | NA | NA | … | … | 0.00 | -50.00 | -33.33 | -67.39 | 2.22 | -11.76 | 0.00 | 0.00 | 0.00 | -15.00 | 100.00 | -89.09 | 10.00 |
| Sharpe Ratio | NA | 0.00 | -0.15 | -0.19 | -0.16 | NA | NA | … | … | 0.00 | -0.12 | -0.83 | -0.81 | 0.41 | -0.99 | 0.00 | 0.00 | 0.00 | -0.43 | 1.45 | -0.75 | 14.65 |
| Standard Deviation(%) | NA | 217.48 | 245.09 | 192.60 | 137.40 | NA | NA | … | … | NA | 526.10 | 40.47 | 84.78 | 2.20 | 12.54 | 46.11 | NA | NA | 35.27 | 69.59 | 118.31 | 43.68 |
| Draw Down(%) | NA | 0.00 | 92.50 | 94.12 | 96.00 | NA | NA | … | … | 0.00 | 92.50 | 33.33 | 70.59 | 0.00 | 11.76 | 32.00 | 0.00 | 0.00 | 27.14 | 0.00 | 92.21 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/20/2022, Common starting date is 12/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTED (Oak Tree Educational Partners Inc) |
-59.45%
Jan 2018 – Jan 2021 |
-44.11%
Jan 2016 – Jan 2021 |
-36.35%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTED (Oak Tree Educational Partners Inc) |
19.35%
Nov 2011 – Nov 2014 |
11.20%
Nov 2011 – Nov 2016 |
-14.05%
Jun 2011 – Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart