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
OOQB -18.44% 3.59% NA NA NA NA NA
Data as of 04/17/2026, Common starting date is 02/10/2025
More Performance Analytics Comparison
Name Start Date End Date
OOQB 02/10/2025 04/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.00 3.59 NA NA NA NA NA -18.44 -11.02
Sharpe Ratio NA 0.02 NA NA NA NA NA -0.76 -0.27
Standard Deviation(%) NA 53.96 NA NA NA NA NA 69.13 56.99
Draw Down(%) NA 53.43 NA NA NA NA NA 39.73 42.96
Yield(%) 0.00 11.51 2.73 1.64 0.82 0.55 0.41 0.49 7.79
Data as of 04/17/2026, Common starting date is 02/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OOQB (OOQB) 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
OOQB (OOQB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return