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
OXLCG 2.59% 11.35% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/28/2025
More Performance Analytics Comparison
Name Start Date End Date
OXLCG 02/28/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.40 11.35 NA NA NA NA NA 2.59 9.25
Sharpe Ratio NA 1.48 NA NA NA NA NA 0.63 1.34
Standard Deviation(%) NA 5.89 NA NA NA NA NA 5.79 6.33
Draw Down(%) NA 2.23 NA NA NA NA NA 2.23 2.82
Yield(%) 0.00 8.71 2.94 1.76 0.88 0.59 0.44 1.97 6.80
Data as of 06/05/2026, Common starting date is 02/28/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OXLCG (OXLCG) 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
OXLCG (OXLCG) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return