Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OURIX | NA | 25.09% | 5.26% | NA | NA | NA | NA | … | … |
Data as of 03/25/2021, Common starting date is 01/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OURIX | 01/11/2018 | 03/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.09 | 5.26 | NA | NA | NA | NA | … | … | 1.74 | 2.75 | 15.92 | -11.61 |
| Sharpe Ratio | NA | 2.26 | 0.38 | NA | NA | NA | NA | … | … | 0.77 | 0.14 | 1.60 | -0.95 |
| Standard Deviation(%) | NA | 11.08 | 13.44 | NA | NA | NA | NA | … | … | 10.24 | 18.02 | 9.05 | 14.05 |
| Draw Down(%) | NA | 4.86 | 21.24 | NA | NA | NA | NA | … | … | 3.05 | 21.24 | 5.15 | 16.01 |
| Yield(%) | 0.00 | 1.78 | 1.60 | 0.93 | 0.46 | 0.31 | 0.23 | … | … | 0.00 | 1.50 | 0.97 | 2.24 |
Data as of 03/25/2021, Common starting date is 01/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OURIX (OURIX) |
4.61%
Feb 2018 – Feb 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 |
|---|---|---|---|---|
| OURIX (OURIX) |
4.61%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart