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
OYLD NA 8.61% 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
OYLD 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 8.61 NA NA NA NA NA -4.70 25.37 -6.82 4.53
Sharpe Ratio NA 0.61 NA NA NA NA NA -1.60 2.25 -0.76 4.05
Standard Deviation(%) NA 11.88 NA NA NA NA NA 17.03 10.64 10.73 9.73
Draw Down(%) NA 6.23 NA NA NA NA NA 5.89 6.23 13.56 0.50
Yield(%) 0.00 3.22 1.95 1.17 0.59 0.39 0.29 0.00 3.53 2.38 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
OYLD (OYLD) 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
OYLD (OYLD) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return