Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OERLF (OC Oerlikon Corporation AG) | 36.47% | 19.56% | 4.06% | -12.01% | -1.85% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OERLF (OC Oerlikon Corporation AG) | 08/06/2012 | 06/08/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.56 | 4.06 | -12.01 | -1.85 | NA | NA | … | … | 36.47 | 7.03 | 2.23 | -46.24 | -25.34 | 15.85 | 2.98 | -3.75 | -29.64 | 58.60 | 18.16 | -29.69 | -9.17 | 27.64 | 43.31 |
| Sharpe Ratio | NA | 0.36 | 0.02 | -0.31 | -0.09 | NA | NA | … | … | 1.62 | 0.14 | -0.02 | -1.31 | -1.08 | 0.64 | 0.05 | -0.17 | -0.92 | 2.45 | 1.09 | -1.19 | -0.39 | 0.99 | 3.61 |
| Standard Deviation(%) | NA | 47.41 | 51.87 | 44.80 | 40.28 | NA | NA | … | … | 64.37 | 29.68 | 71.56 | 38.18 | 24.88 | 24.74 | 54.85 | 30.91 | 33.92 | 23.81 | 16.48 | 24.91 | 23.50 | 28.00 | 40.90 |
| Draw Down(%) | NA | 30.23 | 40.03 | 71.49 | 78.19 | NA | NA | … | … | 20.12 | 30.23 | 37.39 | 46.63 | 25.34 | 12.74 | 40.43 | 23.64 | 41.37 | 6.06 | 10.80 | 33.31 | 29.32 | 16.64 | 0.20 |
| Yield(%) | 0.00 | 23.70 | 9.38 | 2.63 | 3.89 | 3.86 | 2.90 | … | … | 27.05 | 5.91 | 5.37 | 0.00 | 0.00 | 4.12 | 10.01 | 0.00 | 2.35 | 2.98 | 3.58 | 2.40 | 2.13 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OERLF (OC Oerlikon Corporation AG) |
-30.01%
Feb 2021 – Feb 2024 |
-20.61%
Feb 2019 – Feb 2024 |
-12.51%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OERLF (OC Oerlikon Corporation AG) |
17.12%
Mar 2015 – Mar 2018 |
18.01%
Oct 2012 – Oct 2017 |
2.82%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart