Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEMAX (Ophmr Eml Dbt A) | 1.18% | 9.18% | 5.98% | 2.01% | 2.93% | 1.44% | NA | … | … |
Data as of 06/16/2026, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEMAX (Ophmr Eml Dbt A) | 07/07/2010 | 06/16/2026 |
| 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 (%) | 2.44 | 9.18 | 5.98 | 2.01 | 2.93 | 1.44 | NA | … | … | 1.18 | 18.90 | -5.10 | 13.90 | -8.94 | -10.53 | 3.78 | 13.50 | -7.04 | 13.79 | 10.92 | -12.06 | -5.55 | -9.33 | 17.68 | -2.49 | 7.98 |
| Sharpe Ratio | NA | 0.65 | 0.34 | -0.11 | 0.12 | NA | NA | … | … | -0.18 | 2.63 | -1.23 | 1.24 | -1.00 | -1.52 | 0.28 | 1.80 | -0.97 | 1.80 | 0.94 | -1.52 | -0.77 | -1.19 | 2.91 | -0.29 | 2.62 |
| Standard Deviation(%) | NA | 8.24 | 7.72 | 8.22 | 8.76 | NA | NA | … | … | 10.64 | 6.12 | 7.09 | 8.32 | 10.39 | 6.93 | 12.51 | 6.67 | 8.76 | 7.32 | 11.42 | 7.95 | 7.19 | 7.89 | 6.12 | 8.64 | 6.40 |
| Draw Down(%) | NA | 8.90 | 9.08 | 24.22 | 26.98 | NA | NA | … | … | 8.90 | 3.19 | 8.69 | 8.91 | 19.68 | 13.58 | 20.93 | 5.73 | 16.09 | 5.29 | 9.61 | 16.41 | 11.27 | 13.67 | 6.21 | 10.55 | 6.05 |
| Yield(%) | 0.00 | 7.32 | 6.43 | 4.92 | 4.99 | 4.02 | 3.41 | … | … | 3.17 | 7.54 | 6.00 | 6.12 | 4.52 | 3.71 | 3.17 | 5.69 | 5.24 | 6.43 | 9.69 | 5.21 | 5.42 | 6.18 | 5.60 | 5.87 | 2.49 |
Data as of 06/16/2026, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMAX (Ophmr Eml Dbt A) |
-9.02%
Dec 2012 – Dec 2015 |
-3.64%
Sep 2017 – Sep 2022 |
-2.14%
Oct 2012 – Oct 2022 |
1.17%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMAX (Ophmr Eml Dbt A) |
10.54%
Oct 2022 – Oct 2025 |
6.68%
Dec 2015 – Dec 2020 |
4.05%
Feb 2016 – Feb 2026 |
1.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart