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
OOSB -17.97% 0.41% 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
OOSB 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 0.41 NA NA NA NA NA -17.97 -7.88
Sharpe Ratio NA -0.05 NA NA NA NA NA -0.77 -0.22
Standard Deviation(%) NA 50.73 NA NA NA NA NA 66.58 52.74
Draw Down(%) NA 51.63 NA NA NA NA NA 38.76 39.52
Yield(%) 0.00 9.65 2.46 1.48 0.74 0.49 0.37 0.43 7.00
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
OOSB (OOSB) 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
OOSB (OOSB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return