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
OKSWF NA -98.49% -77.91% -72.36% NA NA NA
Data as of 02/02/2022, Common starting date is 05/19/2015
More Performance Analytics Comparison
Name Start Date End Date
OKSWF 05/19/2015 02/02/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -98.49 -77.91 -72.36 NA NA NA 600.00 -99.81 36.71 -40.69 -82.65 -6.39 78.74 -42.04
Sharpe Ratio NA -0.11 -0.16 -0.16 NA NA NA 3,534,057.78 -0.14 0.20 -0.14 -0.62 -0.03 0.52 -0.38
Standard Deviation(%) NA 877.29 495.13 445.40 NA NA NA 2,184.28 711.87 187.70 303.32 136.11 202.69 139.43 165.37
Draw Down(%) NA 99.78 99.93 99.98 NA NA NA 0.00 99.82 56.19 81.85 82.65 39.48 45.22 43.46
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/02/2022, Common starting date is 05/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OKSWF (OKSWF) -89.47%
Dec 2018 – Dec 2021
-81.31%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OKSWF (OKSWF) -19.64%
Mar 2016 – Mar 2019
-35.22%
Mar 2016 – Mar 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return