Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAK-PA (Oaktree Capital Group LLC 6.625% PFD UT A) | NA | -100.00% | -100.00% | NA | NA | NA | NA | … | … |
Data as of 05/24/2021, Common starting date is 05/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAK-PA (Oaktree Capital Group LLC 6.625% PFD UT A) | 05/14/2018 | 05/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | NA | NA | NA | NA | … | … | -100.00 | 2.30 | 17.39 | -6.67 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.07 | 2.03 | -1.03 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 29.93 | 7.87 | 11.42 |
| Draw Down(%) | NA | 100.00 | 100.00 | NA | NA | NA | NA | … | … | 100.00 | 30.96 | 2.71 | 14.81 |
| Yield(%) | 0.00 | 7.22 | 8.28 | 4.97 | 2.49 | 1.66 | 1.24 | … | … | 1.50 | 11.42 | 7.01 | 3.86 |
Data as of 05/24/2021, Common starting date is 05/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAK-PA (Oaktree Capital Group LLC 6.625% PFD UT A) |
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 |
|---|---|---|---|---|
| OAK-PA (Oaktree Capital Group LLC 6.625% PFD UT A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart