Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEC (Orion Engineered Carbons SA) | 48.08% | -22.68% | -28.24% | -15.48% | -5.67% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEC (Orion Engineered Carbons SA) | 07/28/2014 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.50 | -22.68 | -28.24 | -15.48 | -5.67 | NA | NA | … | … | 48.08 | -67.09 | -42.83 | 56.22 | -2.41 | 7.12 | -9.89 | -20.56 | 1.51 | 41.40 | 55.87 | -22.59 | 1.07 |
| Sharpe Ratio | NA | -0.42 | -0.62 | -0.37 | -0.14 | NA | NA | … | … | 2.37 | -1.26 | -0.99 | 1.46 | -0.08 | 0.20 | -0.13 | -0.50 | 0.00 | 1.45 | 1.67 | -0.63 | 0.07 |
| Standard Deviation(%) | NA | 67.50 | 52.70 | 48.17 | 48.09 | NA | NA | … | … | 73.14 | 56.15 | 46.70 | 36.25 | 45.54 | 36.14 | 80.05 | 44.20 | 32.85 | 28.19 | 33.31 | 35.67 | 33.28 |
| Draw Down(%) | NA | 62.24 | 84.49 | 84.49 | 86.81 | NA | NA | … | … | 37.92 | 72.31 | 45.79 | 27.07 | 34.78 | 25.50 | 66.62 | 55.89 | 34.03 | 20.50 | 13.73 | 51.34 | 28.02 |
| Yield(%) | 0.29 | 0.82 | 0.39 | 0.43 | 2.05 | 1.93 | 1.45 | … | … | 0.80 | 0.54 | 0.31 | 0.48 | 0.56 | 0.00 | 1.04 | 3.13 | 3.09 | 4.43 | 5.43 | 4.07 | 3.83 |
Data as of 06/17/2026, Common starting date is 07/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEC (Orion Engineered Carbons SA) |
-39.02%
Feb 2023 – Feb 2026 |
-20.63%
Dec 2020 – Dec 2025 |
-6.87%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEC (Orion Engineered Carbons SA) |
52.14%
Mar 2020 – Mar 2023 |
11.96%
Mar 2020 – Mar 2025 |
3.53%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart