Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OKUMF | NA | 56.39% | 16.07% | 10.43% | 37.50% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OKUMF | 03/07/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2020 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 56.39 | 16.07 | 10.43 | 37.50 | NA | NA | … | … | 18.59 | 31.88 | 0.00 | 532.96 | -16,102.56 | 606.49 | 1,769.21 |
| Sharpe Ratio | NA | 2.20 | 0.66 | 0.55 | 0.58 | NA | NA | … | … | 1.64 | 0.27 | 0.00 | 4.08 | NA | 4.14 | 16.32 |
| Standard Deviation(%) | NA | 24.25 | 20.06 | 15.63 | 79.70 | NA | NA | … | … | 14.08 | 24.66 | NA | 130.70 | NA | 146.48 | 210.38 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 16,102.56 | 8.67 | 0.00 |
| Yield(%) | 0.00 | 24.90 | 8.30 | 5.95 | 25.76 | 48.60 | 36.45 | … | … | 16.34 | 16.73 | 0.00 | 120.25 | 151.90 | 127.17 | 147.71 |
Data as of 09/26/2025, Common starting date is 03/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKUMF (OKUMF) |
17.99%
Jun 2022 – Jun 2025 |
117.73%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKUMF (OKUMF) |
211.84%
Mar 2018 – Mar 2021 |
117.73%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart