Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POEIX (ORIGIN EMERGING MARKETS FUND INSTITUTIONAL) | NA | 16.37% | -5.90% | -1.33% | NA | NA | NA | … | … |
Data as of 01/13/2025, Common starting date is 01/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POEIX (ORIGIN EMERGING MARKETS FUND INSTITUTIONAL) | 01/27/2015 | 01/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.37 | -5.90 | -1.33 | NA | NA | NA | … | … | -0.10 | 12.48 | 8.35 | -30.94 | -2.01 | 18.45 | 26.24 | -23.24 | 51.04 | 2.00 | -18.29 |
| Sharpe Ratio | NA | 0.54 | -0.61 | -0.20 | NA | NA | NA | … | … | -10.30 | 0.40 | 0.30 | -1.63 | -0.12 | 0.67 | 1.72 | -1.20 | 4.40 | 0.10 | -1.04 |
| Standard Deviation(%) | NA | 14.70 | 16.28 | 19.17 | NA | NA | NA | … | … | 0.57 | 14.77 | 13.56 | 19.86 | 17.46 | 27.26 | 14.43 | 20.47 | 11.51 | 17.33 | 18.83 |
| Draw Down(%) | NA | 11.74 | 36.27 | 45.00 | NA | NA | NA | … | … | 0.10 | 11.74 | 12.75 | 36.79 | 17.62 | 30.36 | 9.58 | 32.53 | 7.57 | 13.41 | 27.33 |
| Yield(%) | 0.00 | 3.66 | 1.24 | 1.36 | 1.43 | 0.96 | 0.72 | … | … | 0.00 | 3.58 | 0.60 | 0.75 | 1.74 | 0.78 | 2.11 | 1.27 | 1.37 | 0.91 | 0.75 |
Data as of 01/13/2025, Common starting date is 01/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEIX (ORIGIN EMERGING MARKETS FUND INSTITUTIONAL) |
-11.93%
Jan 2021 – Jan 2024 |
-5.66%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEIX (ORIGIN EMERGING MARKETS FUND INSTITUTIONAL) |
13.58%
Dec 2018 – Dec 2021 |
15.71%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart