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
OSR NA 53.33% 26.76% NA NA NA NA
Data as of 09/08/2017, Common starting date is 07/23/2014
More Performance Analytics Comparison
Name Start Date End Date
OSR 07/23/2014 09/08/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014
Annualized Return (%) 1.85 53.33 26.76 NA NA NA NA 41.20 8.85 37.08 -4.64
Sharpe Ratio NA 1.33 0.60 NA NA NA NA 1.14 0.11 8.90 -0.18
Standard Deviation(%) NA 39.83 47.43 NA NA NA NA 56.63 42.37 35.22 56.22
Draw Down(%) NA 21.43 21.43 NA NA NA NA 1.70 21.43 10.13 16.44
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/08/2017, Common starting date is 07/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSR (OSR) 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
OSR (OSR) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return