Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONERX (One Rock Fund) | 46.09% | 100.61% | 60.00% | 36.21% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONERX (One Rock Fund) | 03/09/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.90 | 100.61 | 60.00 | 36.21 | NA | NA | NA | … | … | 46.09 | 24.54 | 21.76 | 72.41 | -47.32 | 10.23 | 73.50 |
| Sharpe Ratio | NA | 2.67 | 1.61 | 0.90 | NA | NA | NA | … | … | 3.33 | 0.45 | 0.41 | 2.62 | -0.99 | 0.24 | 2.45 |
| Standard Deviation(%) | NA | 39.16 | 36.74 | 38.41 | NA | NA | NA | … | … | 45.51 | 48.73 | 37.18 | 26.32 | 49.53 | 42.46 | 38.96 |
| Draw Down(%) | NA | 17.63 | 37.93 | 45.91 | NA | NA | NA | … | … | 16.09 | 37.93 | 25.84 | 19.26 | 48.71 | 32.18 | 18.75 |
| Yield(%) | 0.00 | 26.87 | 27.39 | 20.39 | 21.27 | 14.18 | 10.64 | … | … | 0.00 | 28.66 | 31.31 | 0.00 | 5.59 | 32.05 | 32.38 |
Data as of 06/10/2026, Common starting date is 03/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONERX (One Rock Fund) |
10.67%
Oct 2021 – Oct 2024 |
25.91%
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 |
|---|---|---|---|---|
| ONERX (One Rock Fund) |
68.12%
May 2023 – May 2026 |
38.92%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart