Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEMIX (Ophmr Eml Dbt I) | -0.94% | 7.01% | 6.15% | 1.58% | 3.00% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEMIX (Ophmr Eml Dbt I) | 10/01/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 7.01 | 6.15 | 1.58 | 3.00 | NA | NA | … | … | -0.94 | 19.14 | -4.75 | 14.31 | -8.76 | -10.10 | 4.21 | 13.88 | -6.80 | 15.34 | 11.15 | -11.67 | -5.17 | -8.92 | 4.52 |
| Sharpe Ratio | NA | 0.54 | 0.38 | -0.12 | 0.16 | NA | NA | … | … | -0.45 | 2.68 | -1.17 | 1.29 | -0.99 | -1.46 | 0.32 | 1.85 | -0.95 | 1.98 | 0.96 | -1.48 | -0.71 | -1.13 | 4.56 |
| Standard Deviation(%) | NA | 8.03 | 7.69 | 8.19 | 8.77 | NA | NA | … | … | 10.49 | 6.10 | 7.16 | 8.36 | 10.33 | 6.95 | 12.50 | 6.72 | 8.62 | 7.44 | 11.45 | 7.91 | 7.28 | 7.92 | 4.37 |
| Draw Down(%) | NA | 8.90 | 8.98 | 24.26 | 26.40 | NA | NA | … | … | 8.90 | 3.18 | 8.79 | 8.83 | 19.31 | 13.36 | 20.89 | 5.58 | 15.97 | 5.13 | 9.60 | 16.00 | 11.13 | 13.55 | 1.70 |
| Yield(%) | 0.63 | 7.50 | 6.85 | 5.11 | 5.19 | 3.74 | 2.80 | … | … | 3.24 | 7.76 | 6.41 | 6.50 | 4.84 | 3.99 | 3.43 | 6.02 | 5.50 | 6.79 | 10.06 | 5.61 | 5.82 | 6.60 | 1.36 |
Data as of 06/05/2026, Common starting date is 10/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMIX (Ophmr Eml Dbt I) |
-8.63%
Dec 2012 – Dec 2015 |
-3.32%
Sep 2017 – Sep 2022 |
-1.19%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMIX (Ophmr Eml Dbt I) |
10.89%
Oct 2022 – Oct 2025 |
7.23%
Dec 2015 – Dec 2020 |
4.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart