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OMI: Owens & Minor Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 12/14/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 03/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -7.7 | -14.3 | -75.3 | -47.8 | -39.8 | -23.5 | -14.2 | -6.8 | 5.3 | -78.8 | -32.8 | -1.3 | -55.1 | 60.8 | 423.9 | -18.0 | -64.5 | -44.4 | 0.9 | 5.5 | -1.1 | 31.9 | 5.8 | -3.0 | 58.1 | 16.8 | -9.6 | 38.2 | 15.8 | -0.5 | 30.8 | 35.7 | -9.6 | 5.4 | 102.2 | -43.3 | 8.6 | 41.5 | -19.6 | -10.5 | -7.1 | 55.9 | 9.3 | 102.5 | 17.6 | -11.3 | 62.7 | -26.4 | -0.0 | 116.0 | -18.0 | -4.7 | 77.8 | 38.5 | 6.1 |
| Sharpe Ratio | NA | -0.64 | -0.91 | -0.67 | -0.59 | -0.34 | NA | NA | 0.05 | -0.85 | -0.69 | -0.08 | -0.87 | 0.94 | 3.57 | -0.25 | -0.87 | -1.46 | 0.03 | 0.3 | -0.06 | 1.81 | 0.32 | -0.1 | 1.27 | 0.48 | -0.29 | 1.28 | 0.54 | -0.1 | 1.09 | 1.2 | -0.3 | 0.07 | 1.85 | -0.99 | 0.11 | 0.97 | -0.71 | -0.45 | -0.27 | 1.56 | 0.26 | 2.59 | 0.39 | -0.6 | 1.93 | -0.72 | -0.13 | 3.3 | -0.77 | -0.26 | 2.15 | 1.26 | 0.0 |
| Draw Down(%) | NA | 31.8 | 81.1 | 93.2 | 96.1 | 96.1 | NA | NA | 96.1 | 83.5 | 57.8 | 46.1 | 68.4 | 36.6 | 42.7 | 68.8 | 71.8 | 49.8 | 21.4 | 9.3 | 13.5 | 8.3 | 12.5 | 24.6 | 19.2 | 26.7 | 26.6 | 10.9 | 19.1 | 17.5 | 10.3 | 25.9 | 35.1 | 19.2 | 29.7 | 53.4 | 48.7 | 19.9 | 35.7 | 21.2 | 25.7 | 26.5 | 21.5 | 19.1 | 25.0 | 28.3 | 12.3 | 46.9 | 34.6 | 19.5 | 29.7 | 33.8 | 16.9 | 10.0 | 14.3 |
| Standard Deviation(%) | NA | 96.5 | 85.5 | 76.4 | 71.7 | 73.4 | NA | NA | 45.2 | 96.5 | 57.5 | 67.0 | 65.0 | 64.5 | 117.8 | 77.0 | 75.3 | 30.9 | 21.8 | 18.1 | 18.1 | 17.7 | 17.9 | 30.9 | 45.8 | 34.5 | 35.8 | 27.6 | 23.1 | 26.8 | 27.4 | 29.2 | 35.2 | 43.3 | 53.1 | 46.9 | 46.6 | 38.9 | 32.1 | 32.2 | 37.4 | 34.4 | 26.7 | 38.0 | 31.5 | 28.3 | 29.9 | 41.9 | 32.4 | 33.6 | 31.9 | 42.0 | 32.6 | 22.5 | 18.5 |
| Treynor Ratio | NA | -0.35 | -1.03 | -0.4 | -0.35 | -0.27 | NA | NA | 0.04 | -0.93 | -0.29 | -0.03 | -0.5 | 0.62 | 6.33 | -0.18 | -1.4 | -0.47 | 0.01 | 0.07 | -0.01 | 0.33 | 0.07 | -0.03 | 0.62 | 0.36 | -0.19 | 0.41 | 0.09 | -0.02 | 0.19 | 0.46 | -0.17 | 0.07 | 1.83 | -1.24 | 0.1 | 1.12 | -1.42 | -0.21 | -0.18 | 0.83 | 0.11 | 2.23 | 0.18 | -0.58 | 0.96 | -0.7 | -0.08 | 3.85 | 13.16 | -0.21 | 2.06 | 3.44 | 0.0 |
| Alpha | NA | -0.21 | -0.48 | -0.24 | -0.17 | -0.06 | NA | NA | 0.03 | -0.52 | -0.22 | -0.11 | -0.16 | 0.17 | 0.9 | -0.08 | -0.31 | -0.29 | -0.03 | 0.02 | -0.05 | 0.01 | -0.02 | -0.01 | 0.17 | 0.03 | 0.07 | 0.12 | -0.01 | -0.01 | 0.06 | 0.06 | 0.04 | 0.07 | 0.34 | -0.22 | 0.01 | 0.12 | -0.09 | -0.12 | -0.01 | 0.17 | 0.03 | 0.25 | 0.08 | -0.08 | 0.16 | -0.11 | -0.01 | 0.29 | -0.08 | -0.03 | 0.2 | 0.11 | -0.01 |
| Beta | NA | 1.79 | 0.76 | 1.29 | 1.22 | 0.93 | NA | NA | 0.65 | 0.88 | 1.39 | 2.15 | 1.12 | 0.98 | 0.66 | 1.1 | 0.47 | 0.96 | 0.81 | 0.77 | 0.92 | 0.96 | 0.83 | 1.08 | 0.93 | 0.47 | 0.55 | 0.86 | 1.39 | 1.41 | 1.54 | 0.76 | 0.65 | 0.43 | 0.54 | 0.37 | 0.51 | 0.34 | 0.16 | 0.69 | 0.55 | 0.64 | 0.61 | 0.44 | 0.68 | 0.29 | 0.6 | 0.43 | 0.55 | 0.29 | -0.02 | 0.5 | 0.34 | 0.08 | 0.12 |
| RSquared | NA | 0.05 | 0.03 | 0.06 | 0.08 | 0.05 | NA | NA | 0.06 | 0.03 | 0.1 | 0.16 | 0.2 | 0.03 | 0.03 | 0.03 | 0.02 | 0.05 | 0.24 | 0.43 | 0.33 | 0.36 | 0.35 | 0.67 | 0.1 | 0.14 | 0.4 | 0.24 | 0.36 | 0.3 | 0.39 | 0.2 | 0.23 | 0.05 | 0.05 | 0.02 | 0.05 | 0.02 | 0.0 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.12 | 0.02 | 0.12 | 0.11 | 0.08 | 0.01 | 0.0 | 0.03 | 0.03 | 0.0 | 0.01 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.2 | 0.2 | 4.4 | 2.8 | 2.9 | 2.9 | 2.8 | 3.3 | 3.1 | 2.7 | 2.4 | 2.4 | 1.9 | 2.2 | 2.1 | 1.8 | 2.0 | 2.1 | 1.7 | 1.2 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 0.0 | 0.0 | -98.6 | -17.2 | 1.2 | 0.8 | 1.2 | 4.2 | 9.1 | 10.0 | 13.0 | 15.4 | 15.0 | 17.7 | 13.3 | 15.3 | 18.3 | 25.7 | 12.9 | 52.6 | -18.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1973
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