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
OTF -19.80% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/12/2025
More Performance Analytics Comparison
Name Start Date End Date
OTF 06/12/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 1.62 NA NA NA NA NA NA -19.80 -4.96
Sharpe Ratio NA NA NA NA NA NA NA -1.08 -0.46
Standard Deviation(%) NA NA NA NA NA NA NA 39.66 24.97
Draw Down(%) NA NA NA NA NA NA NA 25.21 16.46
Yield(%) 0.00 9.36 3.12 1.87 0.94 0.62 0.47 2.82 6.94
Data as of 06/05/2026, Common starting date is 06/12/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTF (OTF) 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
OTF (OTF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return