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
OXSQH 2.39% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 08/12/2025
More Performance Analytics Comparison
Name Start Date End Date
OXSQH 08/12/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.20 NA NA NA NA NA NA 2.39 4.60
Sharpe Ratio NA NA NA NA NA NA NA 0.47 1.77
Standard Deviation(%) NA NA NA NA NA NA NA 6.77 5.43
Draw Down(%) NA NA NA NA NA NA NA 3.61 1.22
Yield(%) 0.00 5.73 1.91 1.15 0.57 0.38 0.29 3.80 1.82
Data as of 06/05/2026, Common starting date is 08/12/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OXSQH (OXSQH) 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
OXSQH (OXSQH) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return