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
OCEL (Ocean Electric Inc) NA 9,483.33% 66.31% 67.20% 16.96% 0.87% NA
Data as of 05/06/2024, Common starting date is 02/20/2009
More Performance Analytics Comparison
Name Start Date End Date
OCEL (Ocean Electric Inc) 02/20/2009 05/06/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -8.00 9,483.33 66.31 67.20 16.96 0.87 NA 12.75 5,000.00 -28.57 -84.00 483.33 -62.50 23.08 0.00 0.00 -56.67 -40.00 -75.25 339.13 -77.23 0.00 1,920.00
Sharpe Ratio NA 20.14 0.20 0.22 0.02 NA NA 0.21 10.08 -0.18 -0.33 1.54 -0.15 0.02 0.00 0.00 -0.07 -0.06 -0.09 1.17 -0.05 0.00 NA
Standard Deviation(%) NA 513.84 321.49 334.21 389.35 NA NA 176.97 511.84 165.43 255.38 311.04 433.49 1,096.78 387.25 484.09 825.67 658.90 658.21 562.87 1,296.59 210.56 0.00
Draw Down(%) NA 71.06 97.74 98.82 98.82 NA NA 71.06 73.08 72.00 95.46 86.20 95.83 86.72 35.00 35.00 93.47 70.59 80.20 45.45 93.07 54.09 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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/06/2024, Common starting date is 02/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCEL (Ocean Electric Inc) -82.51%
Jul 2012 – Jul 2015
-49.04%
Feb 2015 – Feb 2020
-41.35%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCEL (Ocean Electric Inc) 223.24%
Feb 2021 – Feb 2024
102.41%
Feb 2019 – Feb 2024
39.83%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return