Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ODMUF (Old Mutual Limited) | NA | -21.48% | 241.87% | 266.98% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ODMUF (Old Mutual Limited) | 03/06/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.48 | 241.87 | 266.98 | NA | NA | NA | … | … | -7.93 | 13.62 | 3,460.49 | 220.34 | 392.65 | -273.83 |
| Sharpe Ratio | NA | -1.15 | 1.40 | 1.75 | NA | NA | NA | … | … | -0.96 | 0.21 | 12.85 | 1.45 | 4.38 | NA |
| Standard Deviation(%) | NA | 21.36 | 170.52 | 151.00 | NA | NA | NA | … | … | 14.17 | 48.58 | 277.10 | 152.10 | 89.62 | NA |
| Draw Down(%) | NA | 8.99 | 27.27 | 11.76 | NA | NA | NA | … | … | 4.41 | 9.04 | 6.78 | 35.00 | 0.00 | 280.61 |
| Yield(%) | 0.00 | 5.68 | 57.35 | 77.99 | 33.37 | 22.25 | 16.69 | … | … | 3.99 | 7.02 | 148.19 | 76.00 | 92.29 | 81.24 |
Data as of 09/26/2025, Common starting date is 03/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ODMUF (Old Mutual Limited) |
318.41%
May 2022 – May 2025 |
266.98%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ODMUF (Old Mutual Limited) |
772.72%
Oct 2020 – Oct 2023 |
274.65%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart