Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OERLY (OC Oerlikon Corporation AG Pfaeffikon ADR) | 53.58% | 65.36% | -5.83% | -9.41% | -4.35% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OERLY (OC Oerlikon Corporation AG Pfaeffikon ADR) | 01/17/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 65.36 | -5.83 | -9.41 | -4.35 | NA | NA | … | … | 53.58 | -14.91 | 5.03 | -21.19 | -35.59 | 29.33 | -32.55 | 5.08 | -33.98 | 67.95 | -4.35 | -32.91 | -0.94 |
| Sharpe Ratio | NA | 1.16 | -0.12 | -0.05 | -0.06 | NA | NA | … | … | 2.47 | -0.43 | 0.04 | -0.19 | -0.11 | 0.09 | -0.39 | NA | -0.17 | 0.30 | NA | -0.25 | NA |
| Standard Deviation(%) | NA | 54.26 | 77.21 | 82.14 | 86.90 | NA | NA | … | … | 68.64 | 41.09 | 36.95 | 130.13 | 333.68 | 255.30 | 101.71 | 0.00 | 237.75 | 112.81 | 0.00 | 103.52 | 0.00 |
| Draw Down(%) | NA | 30.16 | 53.97 | 66.37 | 78.94 | NA | NA | … | … | 20.10 | 30.16 | 17.38 | 50.03 | 39.35 | 15.53 | 32.55 | 0.00 | 40.19 | 0.00 | 4.35 | 32.91 | 0.94 |
| Yield(%) | 0.00 | 28.54 | 6.20 | 3.24 | 1.70 | 0.80 | 0.60 | … | … | 26.51 | 4.71 | 4.45 | 5.50 | 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 01/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OERLY (OC Oerlikon Corporation AG Pfaeffikon ADR) |
-33.63%
Dec 2021 – Dec 2024 |
-15.49%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OERLY (OC Oerlikon Corporation AG Pfaeffikon ADR) |
-4.49%
Feb 2023 – Feb 2026 |
-7.50%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart