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
OS_old (Oregon Steel Mills Inc) NA 3.72% 1.23% 0.73% 58.87% 27.95% 3.01%
Data as of 07/31/2024, Common starting date is 12/31/1997
More Performance Analytics Comparison
Name Start Date End Date
OS_old (Oregon Steel Mills Inc) 12/31/1997 07/31/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 3.72 1.23 0.73 58.87 27.95 3.01
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 07/31/2024, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OS_old (Oregon Steel Mills Inc) -63.12%
Jun 2005 – Jun 2008
-46.32%
Jul 2004 – Jul 2009
-37.45%
Feb 2005 – Feb 2015
-26.35%
May 1998 – May 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OS_old (Oregon Steel Mills Inc) 76.15%
Dec 2000 – Dec 2003
54.99%
Jun 2000 – Jun 2005
2.59%
Dec 2000 – Dec 2010
-9.28%
Dec 2000 – Dec 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return