Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEMNX (Ophmr Eml Dbt N) | -1.38% | 6.23% | 5.07% | 0.91% | 2.26% | 0.91% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEMNX (Ophmr Eml Dbt N) | 07/07/2010 | 06/10/2026 |
| 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 (%) | -1.30 | 6.23 | 5.07 | 0.91 | 2.26 | 0.91 | NA | … | … | -1.38 | 18.33 | -5.20 | 13.60 | -9.34 | -10.63 | 3.43 | 13.10 | -7.24 | 13.29 | 10.64 | -12.23 | -5.79 | -9.65 | 17.50 | -2.75 | 7.87 |
| Sharpe Ratio | NA | 0.47 | 0.30 | -0.19 | 0.08 | NA | NA | … | … | -0.47 | 2.53 | -1.22 | 1.19 | -1.05 | -1.55 | 0.25 | 1.74 | -0.98 | 1.75 | 0.91 | -1.55 | -0.81 | -1.23 | 2.91 | -0.32 | 2.60 |
| Standard Deviation(%) | NA | 7.98 | 7.71 | 8.20 | 8.79 | NA | NA | … | … | 10.41 | 6.14 | 7.22 | 8.40 | 10.33 | 6.87 | 12.59 | 6.68 | 8.81 | 7.26 | 11.47 | 7.94 | 7.19 | 7.85 | 6.05 | 8.60 | 6.36 |
| Draw Down(%) | NA | 8.90 | 9.13 | 24.77 | 27.19 | NA | NA | … | … | 8.90 | 3.40 | 8.90 | 8.98 | 19.67 | 13.78 | 20.97 | 5.76 | 16.25 | 5.36 | 9.65 | 16.56 | 11.36 | 13.75 | 6.23 | 10.51 | 6.05 |
| Yield(%) | 0.00 | 6.93 | 6.19 | 4.62 | 4.68 | 3.78 | 3.25 | … | … | 2.97 | 7.24 | 5.77 | 5.85 | 4.28 | 3.46 | 2.86 | 5.33 | 4.91 | 6.09 | 9.42 | 5.02 | 5.17 | 5.95 | 5.35 | 5.61 | 2.38 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| OEMNX (Ophmr Eml Dbt N) |
-9.27%
Dec 2012 – Dec 2015 |
-3.96%
Sep 2017 – Sep 2022 |
-2.43%
Oct 2012 – Oct 2022 |
0.89%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMNX (Ophmr Eml Dbt N) |
10.25%
Oct 2022 – Oct 2025 |
6.35%
Dec 2015 – Dec 2020 |
3.74%
Feb 2016 – Feb 2026 |
1.60%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart