Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBEIX (Opm Eqty Incm B) | NA | 6.68% | 2.59% | 7.31% | 7.68% | 7.96% | 5.68% | … | … |
Data as of 06/22/2018, Common starting date is 12/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBEIX (Opm Eqty Incm B) | 12/03/1997 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.68 | 2.59 | 7.31 | 7.68 | 7.96 | 5.68 | … | … | -1.54 | 11.71 | 13.85 | -10.53 | 9.23 | 30.36 | 18.07 | -7.33 | 19.78 | 40.95 | -36.12 | 1.67 | 12.58 | 8.22 | 15.65 | 27.62 | -15.37 | -1.78 | 14.34 | -13.10 | 15.44 | -32.71 |
| Sharpe Ratio | NA | 0.49 | 0.15 | 0.52 | 0.37 | NA | NA | … | … | -0.29 | 1.44 | 0.88 | -0.69 | 0.83 | 2.86 | 1.39 | -0.30 | 1.09 | 1.57 | -0.92 | -0.09 | 0.88 | 0.60 | 1.31 | 1.73 | -0.67 | -0.23 | 0.46 | -0.62 | 0.60 | -0.73 |
| Standard Deviation(%) | NA | 11.70 | 13.92 | 12.73 | 20.30 | NA | NA | … | … | 15.20 | 7.72 | 15.39 | 15.36 | 11.16 | 10.59 | 13.03 | 24.49 | 18.07 | 25.97 | 40.30 | 15.36 | 10.58 | 10.13 | 11.24 | 15.53 | 24.69 | 17.85 | 22.20 | 26.16 | 20.26 | 140.40 |
| Draw Down(%) | NA | 10.87 | 26.50 | 26.55 | 45.43 | NA | NA | … | … | 10.87 | 4.33 | 14.61 | 16.32 | 9.49 | 6.34 | 12.30 | 25.30 | 15.75 | 25.89 | 49.52 | 11.75 | 9.66 | 7.82 | 7.89 | 15.21 | 29.48 | 23.26 | 12.47 | 24.92 | 24.48 | 34.59 |
| Yield(%) | 0.00 | 3.00 | 4.21 | 6.30 | 5.45 | 7.19 | 5.10 | … | … | 0.12 | 3.26 | 2.41 | 8.91 | 8.87 | 8.03 | 4.28 | 2.32 | 1.59 | 4.10 | 2.40 | 16.00 | 8.77 | 11.75 | 8.92 | 0.90 | 0.00 | 2.07 | 35.40 | 0.00 | 0.00 | 0.16 |
Data as of 06/22/2018, Common starting date is 12/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBEIX (Opm Eqty Incm B) |
-15.77%
Feb 2006 – Feb 2009 |
-5.90%
Feb 2004 – Feb 2009 |
-2.21%
Feb 1999 – Feb 2009 |
4.90%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBEIX (Opm Eqty Incm B) |
27.29%
Feb 2009 – Feb 2012 |
23.32%
Feb 2009 – Feb 2014 |
9.76%
Mar 2003 – Mar 2013 |
9.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart