Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEMYX (Ophmr Eml Dbt Y) | -1.38% | 6.34% | 5.99% | 1.45% | 2.90% | 1.51% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEMYX (Ophmr Eml Dbt Y) | 07/07/2010 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 6.34 | 5.99 | 1.45 | 2.90 | 1.51 | NA | … | … | -1.38 | 18.90 | -4.57 | 14.05 | -8.59 | -10.11 | 4.00 | 13.71 | -6.85 | 15.20 | 11.24 | -11.78 | -5.28 | -9.01 | 18.17 | -2.32 | 8.09 |
| Sharpe Ratio | NA | 0.46 | 0.36 | -0.13 | 0.15 | NA | NA | … | … | -0.55 | 2.58 | -1.15 | 1.26 | -0.97 | -1.44 | 0.30 | 1.83 | -0.96 | 1.96 | 0.96 | -1.48 | -0.72 | -1.14 | 3.00 | -0.27 | 2.65 |
| Standard Deviation(%) | NA | 8.02 | 7.69 | 8.20 | 8.77 | NA | NA | … | … | 10.33 | 6.24 | 7.09 | 8.31 | 10.40 | 7.03 | 12.48 | 6.70 | 8.57 | 7.45 | 11.53 | 7.96 | 7.33 | 7.92 | 6.08 | 8.70 | 6.44 |
| Draw Down(%) | NA | 8.90 | 8.98 | 24.26 | 26.40 | NA | NA | … | … | 8.90 | 3.23 | 8.79 | 8.83 | 19.45 | 13.22 | 20.87 | 5.58 | 15.98 | 5.12 | 9.57 | 16.17 | 11.17 | 13.56 | 6.18 | 10.54 | 6.05 |
| Yield(%) | 0.00 | 6.86 | 6.65 | 5.00 | 5.11 | 4.13 | 3.56 | … | … | 2.63 | 7.74 | 6.41 | 6.45 | 4.84 | 3.99 | 3.37 | 5.88 | 5.43 | 6.68 | 10.00 | 5.50 | 5.71 | 6.51 | 5.94 | 6.14 | 2.60 |
Data as of 06/05/2026, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMYX (Ophmr Eml Dbt Y) |
-8.73%
Dec 2012 – Dec 2015 |
-3.39%
Sep 2017 – Sep 2022 |
-1.77%
Oct 2012 – Oct 2022 |
1.53%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMYX (Ophmr Eml Dbt Y) |
10.87%
Oct 2022 – Oct 2025 |
7.14%
Dec 2015 – Dec 2020 |
4.44%
Feb 2016 – Feb 2026 |
2.24%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart