Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORANY | 23.01% | 45.26% | 27.81% | 17.41% | 7.53% | 6.14% | 6.18% | … | … |
Data as of 06/08/2026, Common starting date is 10/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORANY | 10/20/1997 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 45.26 | 27.81 | 17.41 | 7.53 | 6.14 | 6.18 | … | … | 23.01 | 79.47 | -7.73 | 23.28 | 0.00 | -3.50 | -14.18 | -5.31 | -2.39 | 19.87 | -4.84 | 2.45 | 45.30 | 18.61 | -19.06 | -17.91 | -8.01 | -2.36 | -13.67 | 35.65 | 17.71 | -23.08 | 20.43 | 82.41 | -53.51 | -52.53 | -35.33 | 71.43 | 123.78 | 3.97 |
| Sharpe Ratio | NA | 1.64 | 1.14 | 0.73 | 0.27 | NA | NA | … | … | 1.95 | 3.36 | -0.64 | 1.25 | -0.07 | -0.23 | -0.42 | -0.42 | -0.22 | 1.25 | -0.19 | 0.08 | 1.61 | 0.70 | -0.69 | -0.55 | -0.30 | -0.08 | -0.31 | 1.32 | 0.65 | -1.30 | 0.74 | 2.02 | -0.63 | -0.97 | -0.64 | 1.79 | 2.71 | 0.62 |
| Standard Deviation(%) | NA | 22.87 | 20.30 | 19.55 | 21.15 | NA | NA | … | … | 26.07 | 22.95 | 17.62 | 15.80 | 20.34 | 15.59 | 34.59 | 16.11 | 17.23 | 15.46 | 26.52 | 28.94 | 28.15 | 26.67 | 28.06 | 32.53 | 27.23 | 31.01 | 46.95 | 24.76 | 22.13 | 19.54 | 26.35 | 40.43 | 86.11 | 57.53 | 62.24 | 37.96 | 44.32 | 29.02 |
| Draw Down(%) | NA | 9.02 | 17.74 | 27.73 | 38.92 | NA | NA | … | … | 8.04 | 9.02 | 17.74 | 12.80 | 27.73 | 17.37 | 30.70 | 10.60 | 14.19 | 6.92 | 20.09 | 18.61 | 22.49 | 21.80 | 26.46 | 28.93 | 30.41 | 26.96 | 35.63 | 12.22 | 19.35 | 24.78 | 26.48 | 28.33 | 82.90 | 71.61 | 60.48 | 30.54 | 28.19 | 9.51 |
| Yield(%) | 0.00 | 2.42 | 5.69 | 6.32 | 4.39 | 4.02 | 4.88 | … | … | 0.00 | 8.77 | 6.68 | 7.51 | 6.86 | 7.71 | 4.71 | 4.84 | 4.63 | 4.72 | 4.07 | 4.00 | 8.06 | 6.04 | 10.93 | 9.49 | 6.98 | 6.85 | 7.75 | 5.81 | 4.81 | 2.14 | 3.39 | 15.51 | 2.25 | 1.04 | 0.87 | 1.21 | 3.58 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORANY (ORANY) |
-55.87%
Sep 1999 – Sep 2002 |
-26.56%
Mar 2000 – Mar 2005 |
-14.09%
Jun 2000 – Jun 2010 |
-8.97%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORANY (ORANY) |
70.76%
Sep 2002 – Sep 2005 |
45.17%
Sep 2002 – Sep 2007 |
14.62%
Sep 2002 – Sep 2012 |
13.42%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart