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
ODHY 1.36% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/30/2025
More Performance Analytics Comparison
Name Start Date End Date
ODHY 06/30/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.30 NA NA NA NA NA NA 1.36 2.15
Sharpe Ratio NA NA NA NA NA NA NA 0.22 0.58
Standard Deviation(%) NA NA NA NA NA NA NA 3.10 2.67
Draw Down(%) NA NA NA NA NA NA NA 1.96 1.48
Yield(%) 0.00 4.70 1.57 0.94 0.47 0.31 0.24 2.10 2.61
Data as of 06/05/2026, Common starting date is 06/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ODHY (ODHY) 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
ODHY (ODHY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return