Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCLDF (Orica Limited) | NA | 43.21% | 22.65% | 8.67% | 5.59% | -0.30% | NA | … | … |
Data as of 11/19/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCLDF (Orica Limited) | 10/18/2010 | 11/19/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.57 | 43.21 | 22.65 | 8.67 | 5.59 | -0.30 | NA | … | … | 54.13 | 2.41 | 14.89 | -8.67 | -10.83 | -24.57 | 25.07 | -8.92 | 14.42 | 18.72 | -22.71 | -23.28 | -16.36 | 7.31 | 2.60 | -0.96 |
| Sharpe Ratio | NA | 1.07 | 0.67 | 0.23 | 0.18 | NA | NA | … | … | 1.55 | -0.16 | 0.44 | -0.49 | -0.38 | -1.22 | 1.23 | -0.40 | 2.02 | 1.88 | -0.60 | -0.89 | -0.49 | 0.31 | 0.08 | -0.50 |
| Standard Deviation(%) | NA | 37.61 | 28.64 | 27.43 | 22.96 | NA | NA | … | … | 38.83 | 25.42 | 24.20 | 20.42 | 28.46 | 20.27 | 19.25 | 25.45 | 6.87 | 9.83 | 37.76 | 26.17 | 33.76 | 23.65 | 33.89 | 9.30 |
| Draw Down(%) | NA | 13.64 | 21.41 | 26.34 | 45.67 | NA | NA | … | … | 13.64 | 21.30 | 10.50 | 20.91 | 17.89 | 25.22 | 9.87 | 22.08 | 0.00 | 0.00 | 37.41 | 31.78 | 39.66 | 21.03 | 27.11 | 2.88 |
| Yield(%) | 0.00 | 1.72 | 2.29 | 2.24 | 3.04 | 1.92 | 1.50 | … | … | 0.00 | 3.23 | 3.27 | 2.60 | 2.22 | 2.19 | 3.18 | 2.70 | 3.86 | 3.84 | 5.41 | 4.67 | 3.32 | 2.24 | 3.69 | 2.07 |
Data as of 11/19/2025, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLDF (Orica Limited) |
-22.25%
Feb 2013 – Feb 2016 |
-12.52%
Apr 2011 – Apr 2016 |
-7.31%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLDF (Orica Limited) |
20.46%
Oct 2022 – Oct 2025 |
7.10%
Oct 2020 – Oct 2025 |
5.55%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart