Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTTW (Ottawa Savings Bancorp Inc) | 5.23% | 4.63% | 18.37% | 4.39% | 4.91% | 6.69% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTTW (Ottawa Savings Bancorp Inc) | 05/09/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 4.63 | 18.37 | 4.39 | 4.91 | 6.69 | NA | … | … | 5.23 | 3.61 | 36.10 | -9.06 | -10.19 | 5.10 | 10.92 | 8.42 | -5.89 | 14.76 | 26.67 | 0.50 | 17.65 | 23.19 | 84.49 | -27.91 | -42.96 | 7.51 | -18.40 | -8.80 |
| Sharpe Ratio | NA | 0.20 | 0.97 | 0.11 | 0.16 | NA | NA | … | … | 0.94 | 0.07 | 1.51 | -0.55 | -1.06 | 0.33 | 0.24 | 0.48 | -0.49 | 0.67 | 0.80 | 0.01 | 0.61 | 0.40 | 0.72 | -0.36 | -0.55 | 0.12 | -0.36 | -0.55 |
| Standard Deviation(%) | NA | 9.91 | 15.56 | 16.89 | 22.43 | NA | NA | … | … | 10.75 | 10.67 | 21.48 | 23.43 | 10.94 | 15.36 | 44.09 | 14.42 | 14.94 | 21.24 | 33.00 | 43.54 | 28.75 | 58.28 | 118.23 | 77.05 | 78.41 | 62.19 | 54.03 | 29.15 |
| Draw Down(%) | NA | 12.34 | 12.34 | 32.90 | 32.95 | NA | NA | … | … | 6.10 | 8.33 | 6.19 | 28.11 | 13.36 | 6.77 | 32.95 | 9.06 | 10.97 | 9.21 | 17.90 | 17.50 | 11.58 | 19.57 | 51.28 | 62.80 | 45.96 | 36.71 | 35.67 | 25.60 |
| Yield(%) | 0.72 | 2.93 | 4.33 | 3.01 | 3.96 | 4.33 | 2.40 | … | … | 1.50 | 3.00 | 3.91 | 3.45 | 3.03 | 4.44 | 4.82 | 4.34 | 1.89 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.91 | 2.12 | 2.23 | 1.78 | 1.20 |
Data as of 06/05/2026, Common starting date is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTTW (Ottawa Savings Bancorp Inc) |
-28.37%
Nov 2008 – Nov 2011 |
-15.74%
Jun 2007 – Jun 2012 |
2.16%
Jun 2007 – Jun 2017 |
0.78%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTTW (Ottawa Savings Bancorp Inc) |
41.58%
Nov 2011 – Nov 2014 |
29.98%
Feb 2012 – Feb 2017 |
17.53%
Nov 2011 – Nov 2021 |
9.40%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart