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
OURZX NA -0.18% NA NA NA NA NA
Data as of 01/08/2021, Common starting date is 01/11/2018
More Performance Analytics Comparison
Name Start Date End Date
OURZX 01/11/2018 01/08/2021
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 -0.18 NA NA NA NA NA 0.00 0.18 17.13 -12.31
Sharpe Ratio NA -0.02 NA NA NA NA NA NA 0.00 1.75 -1.01
Standard Deviation(%) NA 17.81 NA NA NA NA NA NA 17.83 8.98 13.87
Draw Down(%) NA 21.23 NA NA NA NA NA NA 21.23 5.15 16.01
Yield(%) 0.00 0.00 0.75 0.45 0.22 0.15 0.11 0.00 0.00 0.00 2.24
Data as of 01/08/2021, 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
OURZX (OURZX) 0.00%
NA
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
OURZX (OURZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return