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
OVLU NA 16.91% NA NA NA NA NA
Data as of 02/28/2020, Common starting date is 11/10/2017
More Performance Analytics Comparison
Name Start Date End Date
OVLU 11/10/2017 02/28/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017
Annualized Return (%) 0.00 16.91 NA NA NA NA NA 0.73 29.83 -9.19 5.97
Sharpe Ratio NA 1.23 NA NA NA NA NA 0.31 2.22 -0.79 4.70
Standard Deviation(%) NA 12.73 NA NA NA NA NA 11.92 12.80 13.31 11.65
Draw Down(%) NA 7.91 NA NA NA NA NA 4.84 7.91 17.52 0.68
Yield(%) 0.00 2.29 1.55 0.93 0.46 0.31 0.23 0.00 2.54 2.11 0.00
Data as of 02/28/2020, Common starting date is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OVLU (OVLU) 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
OVLU (OVLU) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return