Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEI | 2.38% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/22/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEI | 10/22/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | NA | NA | NA | NA | NA | NA | … | … | 2.38 | 4.08 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.60 | 2.26 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 10.12 | 9.21 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 6.49 | 3.49 |
| Yield(%) | 0.00 | 5.35 | 1.78 | 1.07 | 0.54 | 0.36 | 0.27 | … | … | 3.87 | 1.38 |
Data as of 06/10/2026, Common starting date is 10/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEI (OEI) |
0.00%
NA |
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 |
|---|---|---|---|---|
| OEI (OEI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart