Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OZFRY (OFX Group Ltd ADR) | NA | -39.77% | -32.19% | -15.69% | -9.19% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OZFRY (OFX Group Ltd ADR) | 08/04/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | -39.77 | -32.19 | -15.69 | -9.19 | NA | NA | … | … | -39.08 | -1.14 | -48.24 | 33.23 | 2.08 | 1.79 | -6.59 | 49.63 | -31.13 | -35.00 | 4.44 | 2.02 |
| Sharpe Ratio | NA | -0.51 | -0.62 | -0.36 | -0.25 | NA | NA | … | … | -1.09 | -0.11 | -0.96 | 0.85 | 0.06 | 1.13 | -0.79 | 1.67 | -0.84 | -0.70 | 0.11 | 0.12 |
| Standard Deviation(%) | NA | 84.07 | 57.85 | 50.32 | 42.55 | NA | NA | … | … | 47.71 | 73.43 | 55.03 | 37.47 | 34.93 | 1.37 | 10.15 | 28.85 | 37.85 | 50.34 | 39.30 | 42.61 |
| Draw Down(%) | NA | 66.58 | 72.93 | 74.74 | 75.31 | NA | NA | … | … | 43.68 | 40.65 | 51.38 | 12.37 | 26.40 | 0.00 | 9.42 | 0.00 | 33.33 | 46.15 | 26.94 | 14.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.10 | 1.30 | 0.80 | 0.60 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.78 | 2.81 | 4.33 | 4.82 | 1.02 | 2.39 | 1.11 |
Data as of 09/26/2025, Common starting date is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZFRY (OFX Group Ltd ADR) |
-36.79%
Jun 2022 – Jun 2025 |
-17.00%
Jun 2020 – Jun 2025 |
-12.69%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZFRY (OFX Group Ltd ADR) |
17.67%
May 2019 – May 2022 |
15.55%
Jan 2018 – Jan 2023 |
-2.39%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart