Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OALC (OneAscent Large Cap Core ETF) | 12.38% | 28.17% | 22.47% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OALC (OneAscent Large Cap Core ETF) | 11/15/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 28.17 | 22.47 | NA | NA | NA | NA | … | … | 12.38 | 20.36 | 19.62 | 22.05 | -18.08 | 0.64 |
| Sharpe Ratio | NA | 2.00 | 1.31 | NA | NA | NA | NA | … | … | 1.83 | 0.97 | 1.24 | 1.38 | -0.84 | 0.28 |
| Standard Deviation(%) | NA | 13.33 | 14.84 | NA | NA | NA | NA | … | … | 15.48 | 18.03 | 12.92 | 13.46 | 23.39 | 18.43 |
| Draw Down(%) | NA | 8.42 | 17.64 | NA | NA | NA | NA | … | … | 8.42 | 17.64 | 8.76 | 8.95 | 26.43 | 5.13 |
| Yield(%) | 0.00 | 0.69 | 0.79 | 0.50 | 0.25 | 0.17 | 0.12 | … | … | 0.00 | 0.72 | 0.84 | 0.49 | 0.33 | 0.06 |
Data as of 06/09/2026, Common starting date is 11/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OALC (OneAscent Large Cap Core ETF) |
6.15%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OALC (OneAscent Large Cap Core ETF) |
24.56%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart