Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OHFGX (Oak Harvest Long/Shrt Hdg Eq Inst) | 14.03% | 21.08% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/29/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHFGX (Oak Harvest Long/Shrt Hdg Eq Inst) | 12/29/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.40 | 21.08 | NA | NA | NA | NA | NA | … | … | 14.03 | 14.41 | 12.11 | 0.00 |
| Sharpe Ratio | NA | 1.30 | NA | NA | NA | NA | NA | … | … | 2.02 | 0.67 | 0.93 | NA |
| Standard Deviation(%) | NA | 16.28 | NA | NA | NA | NA | NA | … | … | 20.21 | 17.35 | 9.08 | 0.00 |
| Draw Down(%) | NA | 7.87 | NA | NA | NA | NA | NA | … | … | 7.24 | 16.20 | 7.86 | 0.00 |
| Yield(%) | 0.00 | 5.50 | 2.23 | 1.34 | 0.67 | 0.45 | 0.33 | … | … | 0.00 | 5.91 | 0.03 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHFGX (Oak Harvest Long/Shrt Hdg Eq Inst) |
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 |
|---|---|---|---|---|
| OHFGX (Oak Harvest Long/Shrt Hdg Eq Inst) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart