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
ORR NA 25.04% 11.21% 6.58% 68.74% 32.88% NA
Data as of 06/09/2026, Common starting date is 07/11/2007
More Performance Analytics Comparison
Name Start Date End Date
ORR 07/11/2007 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 25.04 11.21 6.58 68.74 32.88 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 07/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORR (ORR) -54.72%
Jun 2009 – Jun 2012
-41.15%
Aug 2010 – Aug 2015
-23.87%
Oct 2007 – Oct 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORR (ORR) 686.44%
Jan 2023 – Jan 2026
272.54%
May 2021 – May 2026
63.98%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return