Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMVKY (OMV AG PK) | 34.12% | 50.89% | 29.91% | 12.56% | 17.44% | 9.80% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMVKY (OMV AG PK) | 10/15/2010 | 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 (%) | 2.97 | 50.89 | 29.91 | 12.56 | 17.44 | 9.80 | NA | … | … | 34.12 | 62.04 | -3.23 | -3.16 | -4.91 | 46.63 | -22.02 | 30.69 | -27.78 | 83.17 | 28.62 | 13.15 | -42.16 | 34.42 | 26.67 | -24.82 | 4.08 |
| Sharpe Ratio | NA | 1.96 | 1.04 | 0.36 | 0.42 | NA | NA | … | … | 2.99 | 2.35 | -0.28 | -0.27 | -0.14 | 1.38 | -0.34 | 1.31 | -0.95 | 3.23 | 0.83 | 0.40 | -1.91 | 1.28 | 0.78 | -0.64 | 0.71 |
| Standard Deviation(%) | NA | 24.46 | 25.28 | 31.87 | 35.61 | NA | NA | … | … | 28.72 | 25.31 | 24.51 | 25.90 | 47.05 | 33.81 | 66.16 | 22.28 | 30.88 | 25.71 | 34.17 | 32.57 | 22.07 | 26.76 | 34.46 | 39.03 | 29.58 |
| Draw Down(%) | NA | 12.60 | 19.27 | 45.47 | 71.47 | NA | NA | … | … | 10.24 | 12.60 | 19.27 | 17.80 | 45.47 | 18.38 | 67.66 | 15.27 | 36.09 | 7.54 | 19.17 | 29.41 | 46.58 | 17.75 | 28.98 | 36.90 | 16.48 |
| Yield(%) | 0.00 | 10.93 | 5.74 | 4.09 | 7.37 | 4.43 | 3.57 | … | … | 0.00 | 13.81 | 3.09 | 10.91 | 4.17 | 5.53 | 3.66 | 4.36 | 2.83 | 3.62 | 4.10 | 5.04 | 3.59 | 4.26 | 4.54 | 3.31 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMVKY (OMV AG PK) |
-22.95%
Oct 2017 – Oct 2020 |
-6.82%
Jan 2011 – Jan 2016 |
3.39%
May 2013 – May 2023 |
7.78%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMVKY (OMV AG PK) |
41.80%
Jan 2015 – Jan 2018 |
29.40%
Oct 2020 – Oct 2025 |
17.21%
Feb 2016 – Feb 2026 |
9.77%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart