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
OTGL 3.92% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 07/14/2025
More Performance Analytics Comparison
Name Start Date End Date
OTGL 07/14/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.98 NA NA NA NA NA NA 3.92 13.58
Sharpe Ratio NA NA NA NA NA NA NA 0.31 1.81
Standard Deviation(%) NA NA NA NA NA NA NA 22.45 15.64
Draw Down(%) NA NA NA NA NA NA NA 13.53 5.70
Yield(%) 0.00 2.14 0.71 0.43 0.21 0.14 0.11 0.04 2.10
Data as of 06/05/2026, Common starting date is 07/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTGL (OTGL) 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
OTGL (OTGL) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return