Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWL (Blue Owl Capital Inc.) | -31.53% | -44.80% | 2.88% | -5.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWL (Blue Owl Capital Inc.) | 05/20/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.67 | -44.80 | 2.88 | -5.69 | NA | NA | NA | … | … | -31.53 | -32.83 | 61.76 | 47.40 | -26.29 | 44.49 |
| Sharpe Ratio | NA | -1.02 | 0.07 | -0.02 | NA | NA | NA | … | … | -1.14 | -0.78 | 1.80 | 1.28 | -0.55 | 1.57 |
| Standard Deviation(%) | NA | 42.99 | 39.79 | 43.56 | NA | NA | NA | … | … | 51.01 | 46.07 | 32.37 | 34.55 | 50.82 | 51.64 |
| Draw Down(%) | NA | 58.59 | 67.10 | 67.10 | NA | NA | NA | … | … | 47.67 | 46.14 | 20.27 | 27.12 | 41.08 | 26.26 |
| Yield(%) | 0.00 | 4.76 | 7.26 | 3.80 | 2.98 | 1.99 | 1.49 | … | … | 2.97 | 3.62 | 4.66 | 5.45 | 2.91 | 1.25 |
Data as of 06/05/2026, Common starting date is 05/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWL (Blue Owl Capital Inc.) |
-1.86%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| OWL (Blue Owl Capital Inc.) |
33.09%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart