Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OYEIX (Opm Eqty Incm Y) | NA | -9.28% | 0.59% | 1.08% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OYEIX (Opm Eqty Incm Y) | 03/01/2011 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | -9.28 | 0.59 | 1.08 | NA | NA | NA | … | … | -16.89 | 23.84 | -10.26 | 12.85 | 14.95 | -9.60 | 10.34 | 31.99 | 19.53 | -9.90 |
| Sharpe Ratio | NA | -0.36 | -0.03 | 0.02 | NA | NA | NA | … | … | -0.94 | 2.10 | -0.77 | 1.58 | 0.95 | -0.63 | 0.92 | 3.02 | 1.50 | -0.44 |
| Standard Deviation(%) | NA | 28.75 | 19.38 | 17.74 | NA | NA | NA | … | … | 50.57 | 10.69 | 14.98 | 7.74 | 15.41 | 15.38 | 11.21 | 10.58 | 13.06 | 26.24 |
| Draw Down(%) | NA | 33.62 | 33.62 | 33.62 | NA | NA | NA | … | … | 33.62 | 6.28 | 19.71 | 4.14 | 14.55 | 16.09 | 9.37 | 6.22 | 12.11 | 24.92 |
| Yield(%) | 0.00 | 7.45 | 6.71 | 5.73 | 6.28 | 4.19 | 3.14 | … | … | 0.46 | 8.39 | 8.56 | 3.59 | 2.78 | 8.14 | 8.33 | 7.97 | 4.81 | 2.43 |
Data as of 04/17/2020, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYEIX (Opm Eqty Incm Y) |
-1.71%
Mar 2017 – Mar 2020 |
0.10%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYEIX (Opm Eqty Incm Y) |
23.09%
Sep 2011 – Sep 2014 |
13.18%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart