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
OCDDY (Ocado Group plc) -15.63% -26.53% -19.23% -37.31% NA NA NA
Data as of 06/10/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
Name Start Date End Date
OCDDY (Ocado Group plc) 01/30/2017 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -3.47 -26.53 -19.23 -37.31 NA NA NA -15.63 -12.05 -61.60 28.52 -66.17 -29.60 86.97 68.69 227.21 0.00
Sharpe Ratio NA -0.41 -0.27 -0.59 NA NA NA -0.66 -0.22 -1.23 0.32 -0.83 -0.81 1.41 1.36 1.48 0.00
Standard Deviation(%) NA 63.75 67.74 67.17 NA NA NA 55.42 70.35 55.92 77.05 81.83 36.47 60.98 49.43 153.07 NA
Draw Down(%) NA 57.08 81.86 92.22 NA NA NA 38.95 57.08 64.13 56.14 81.09 47.52 26.63 29.14 34.27 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCDDY (Ocado Group plc) -49.59%
Jun 2021 – Jun 2024
-40.30%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCDDY (Ocado Group plc) 131.51%
Jan 2018 – Jan 2021
42.88%
Feb 2017 – Feb 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return