Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEFA | NA | 2.82% | 7.41% | 3.55% | 4.21% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEFA | 08/19/2015 | 06/12/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.82 | 7.41 | 3.55 | 4.21 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/12/2026, Common starting date is 08/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEFA (OEFA) |
-5.75%
Sep 2019 – Sep 2022 |
-4.63%
Sep 2017 – Sep 2022 |
3.08%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEFA (OEFA) |
18.20%
Sep 2022 – Sep 2025 |
8.66%
Apr 2020 – Apr 2025 |
4.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart