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
OGN (Organon & Co.) 87.63% 38.51% -8.45% -10.38% NA NA NA
Data as of 06/09/2026, Common starting date is 05/14/2021
More Performance Analytics Comparison
Name Start Date End Date
OGN (Organon & Co.) 05/14/2021 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 0.15 38.51 -8.45 -10.38 NA NA NA 87.63 -50.71 9.92 -45.12 -4.86 -6.82
Sharpe Ratio NA 0.65 -0.22 -0.33 NA NA NA 4.12 -0.84 0.16 -1.24 -0.20 -0.26
Standard Deviation(%) NA 67.26 55.61 48.56 NA NA NA 79.76 64.36 38.62 39.56 31.99 41.18
Draw Down(%) NA 47.96 74.10 82.69 NA NA NA 41.45 60.52 36.19 63.72 39.76 25.13
Yield(%) 0.00 0.82 3.46 3.02 1.29 0.86 0.65 0.55 2.27 7.61 3.99 3.59 1.68
Data as of 06/09/2026, Common starting date is 05/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGN (Organon & Co.) -34.13%
May 2022 – May 2025
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
OGN (Organon & Co.) -4.53%
Jul 2021 – Jul 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return