Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMI (Owens & Minor Inc) | -14.29% | -75.28% | -46.31% | -39.79% | -23.54% | -14.20% | -6.69% | … | … |
Data as of 03/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMI (Owens & Minor Inc) | 03/17/1980 | 03/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.69 | -75.28 | -46.31 | -39.79 | -23.54 | -14.20 | -6.69 | … | … | -14.29 | -78.81 | -32.80 | -1.33 | -55.10 | 60.83 | 423.94 | -17.97 | -64.51 | -44.43 | 0.85 | 5.54 | -1.15 | 31.91 | 5.76 | -3.01 | 58.13 | 16.81 | -9.58 | 38.24 | 15.80 | -0.52 | 30.80 | 35.72 | -9.60 | 5.44 | 102.24 | -43.25 | 8.62 | 41.46 | -19.61 | -10.53 | -7.07 | 55.93 | 9.26 | 102.50 | 17.65 | -11.30 | 62.74 | -26.39 | 0.00 | 116.00 | -18.03 | -4.69 | 77.78 | 38.46 | 6.12 |
| Sharpe Ratio | NA | -0.91 | -0.67 | -0.59 | -0.34 | NA | NA | … | … | -0.64 | -0.85 | -0.69 | -0.08 | -0.87 | 0.94 | 3.57 | -0.25 | -0.87 | -1.46 | 0.03 | 0.30 | -0.06 | 1.81 | 0.32 | -0.10 | 1.27 | 0.48 | -0.29 | 1.28 | 0.54 | -0.10 | 1.09 | 1.20 | -0.30 | 0.07 | 1.85 | -0.99 | 0.11 | 0.97 | -0.71 | -0.45 | -0.27 | 1.56 | 0.26 | 2.59 | 0.39 | -0.60 | 1.93 | -0.72 | -0.13 | 3.30 | -0.77 | -0.26 | 2.15 | 1.26 | 0.00 |
| Standard Deviation(%) | NA | 85.52 | 76.39 | 71.65 | 73.37 | NA | NA | … | … | 96.52 | 96.50 | 57.54 | 67.03 | 65.03 | 64.47 | 117.79 | 77.01 | 75.33 | 30.95 | 21.82 | 18.08 | 18.09 | 17.65 | 17.87 | 30.89 | 45.75 | 34.46 | 35.81 | 27.58 | 23.13 | 26.77 | 27.45 | 29.16 | 35.19 | 43.32 | 53.07 | 46.89 | 46.61 | 38.89 | 32.09 | 32.23 | 37.43 | 34.35 | 26.66 | 37.97 | 31.51 | 28.32 | 29.91 | 41.85 | 32.39 | 33.56 | 31.86 | 41.99 | 32.57 | 22.46 | 18.52 |
| Draw Down(%) | NA | 81.07 | 93.17 | 96.08 | 96.08 | NA | NA | … | … | 31.79 | 83.48 | 57.78 | 46.13 | 68.35 | 36.64 | 42.70 | 68.79 | 71.81 | 49.82 | 21.35 | 9.25 | 13.54 | 8.31 | 12.48 | 24.63 | 19.17 | 26.73 | 26.58 | 10.95 | 19.06 | 17.49 | 10.29 | 25.93 | 35.14 | 19.15 | 29.69 | 53.36 | 48.72 | 19.92 | 35.65 | 21.19 | 25.69 | 26.46 | 21.51 | 19.07 | 25.00 | 28.35 | 12.30 | 46.89 | 34.57 | 19.55 | 29.69 | 33.77 | 16.88 | 10.00 | 14.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.01 | 0.74 | 1.62 | 2.46 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.23 | 0.18 | 4.41 | 2.84 | 2.88 | 2.90 | 2.76 | 3.29 | 3.13 | 2.71 | 2.44 | 2.43 | 1.90 | 2.17 | 2.11 | 1.84 | 1.95 | 2.09 | 1.71 | 1.17 | 2.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMI (Owens & Minor Inc) |
-56.72%
May 2016 – May 2019 |
-41.05%
Feb 2021 – Feb 2026 |
-23.38%
Feb 2016 – Feb 2026 |
-14.34%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMI (Owens & Minor Inc) |
135.74%
Jul 2019 – Jul 2022 |
48.75%
Apr 2019 – Apr 2024 |
22.25%
May 2000 – May 2010 |
18.13%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart