Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFED (Oconee Federal Financial Corp) | 10.23% | 56.89% | 7.07% | -3.08% | 1.38% | 5.29% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFED (Oconee Federal Financial Corp) | 01/18/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 56.89 | 7.07 | -3.08 | 1.38 | 5.29 | NA | … | … | 10.23 | 39.57 | -1.15 | -45.58 | 14.47 | -10.63 | -1.51 | 6.21 | -11.97 | 23.97 | 28.54 | -4.84 | 16.24 | 24.18 | 24.84 | 3.40 |
| Sharpe Ratio | NA | 1.80 | 0.12 | -0.15 | 0.00 | NA | NA | … | … | 1.20 | 1.22 | -0.18 | -1.02 | 0.29 | -0.26 | -0.03 | 0.18 | -0.48 | 0.85 | 1.00 | -0.16 | 0.70 | 1.17 | 0.66 | 0.12 |
| Standard Deviation(%) | NA | 31.75 | 33.63 | 37.63 | 36.99 | NA | NA | … | … | 25.33 | 30.12 | 26.18 | 48.59 | 45.66 | 40.77 | 56.04 | 25.95 | 27.72 | 27.40 | 28.35 | 29.51 | 23.30 | 20.57 | 38.11 | 29.41 |
| Draw Down(%) | NA | 14.34 | 37.51 | 59.55 | 61.99 | NA | NA | … | … | 14.34 | 11.47 | 12.34 | 57.29 | 22.69 | 19.83 | 42.53 | 19.53 | 22.54 | 12.77 | 13.43 | 18.22 | 9.48 | 8.19 | 15.03 | 17.42 |
| Yield(%) | 0.00 | 3.26 | 2.40 | 1.61 | 1.95 | 3.28 | 2.52 | … | … | 1.21 | 3.15 | 3.02 | 1.60 | 1.79 | 1.61 | 1.11 | 1.58 | 1.34 | 1.70 | 2.14 | 2.00 | 2.27 | 2.74 | 3.33 | 2.52 |
Data as of 06/03/2026, Common starting date is 01/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFED (Oconee Federal Financial Corp) |
-22.98%
Nov 2020 – Nov 2023 |
-15.02%
Nov 2018 – Nov 2023 |
-3.01%
Jan 2015 – Jan 2025 |
3.71%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFED (Oconee Federal Financial Corp) |
24.09%
Jan 2012 – Jan 2015 |
20.03%
Apr 2012 – Apr 2017 |
10.80%
Mar 2011 – Mar 2021 |
5.28%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart