Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OHI (Omega Healthcare Investors, Inc.) | 6.50% | 32.91% | 22.62% | 12.59% | 11.89% | 14.18% | 15.13% | … | … |
Data as of 06/10/2026, Common starting date is 08/07/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHI (Omega Healthcare Investors, Inc.) | 08/07/1992 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.11 | 32.91 | 22.62 | 12.59 | 11.89 | 14.18 | 15.13 | … | … | 6.50 | 25.52 | 33.57 | 19.93 | 3.50 | -12.06 | -6.81 | 29.01 | 40.06 | -4.70 | -3.97 | -5.26 | 38.70 | 32.65 | 33.01 | -7.06 | 22.93 | 31.66 | 7.03 | -3.03 | 50.93 | 14.59 | 35.67 | 154.25 | -37.87 | 60.53 | -66.24 | -57.97 | -21.84 | 16.17 | 24.88 | 10.36 | -4.46 | 20.96 | -0.60 |
| Sharpe Ratio | NA | 1.20 | 0.98 | 0.40 | 0.30 | NA | NA | … | … | 0.25 | 1.09 | 1.60 | 0.69 | 0.06 | -0.52 | -0.09 | 1.35 | 1.70 | -0.26 | -0.15 | -0.24 | 2.48 | 1.30 | 1.85 | -0.18 | 0.80 | 0.53 | 0.10 | -0.18 | 2.19 | 0.52 | 1.14 | 3.30 | -0.67 | 0.73 | -0.87 | -1.87 | -1.16 | 0.80 | 1.25 | 0.38 | -0.45 | 0.97 | -0.17 |
| Standard Deviation(%) | NA | 19.35 | 20.06 | 24.11 | 33.57 | NA | NA | … | … | 21.52 | 20.89 | 18.75 | 23.79 | 32.30 | 23.29 | 80.17 | 20.42 | 22.88 | 20.42 | 27.11 | 22.27 | 15.63 | 25.06 | 17.99 | 38.48 | 28.71 | 59.08 | 60.94 | 34.32 | 21.78 | 23.89 | 30.49 | 46.52 | 58.55 | 81.33 | 81.03 | 32.85 | 21.80 | 15.48 | 16.80 | 16.85 | 16.90 | 19.38 | 21.63 |
| Draw Down(%) | NA | 10.86 | 15.47 | 27.26 | 66.92 | NA | NA | … | … | 10.86 | 9.07 | 10.35 | 12.27 | 18.89 | 25.78 | 66.92 | 13.04 | 11.75 | 19.52 | 24.10 | 25.40 | 12.10 | 25.80 | 11.43 | 39.26 | 13.65 | 27.91 | 44.26 | 31.02 | 16.39 | 15.12 | 20.75 | 41.54 | 55.58 | 66.96 | 71.04 | 58.81 | 31.30 | 8.27 | 8.82 | 12.44 | 13.21 | 8.09 | 10.12 |
| Yield(%) | 0.00 | 7.30 | 8.66 | 7.10 | 8.02 | 12.53 | 17.73 | … | … | 3.01 | 7.08 | 8.69 | 9.59 | 8.91 | 7.65 | 6.43 | 7.81 | 9.62 | 7.95 | 6.69 | 5.39 | 6.83 | 7.65 | 8.54 | 6.80 | 6.98 | 8.04 | 7.47 | 6.09 | 7.38 | 7.26 | 7.82 | 4.23 | 0.00 | 0.00 | 7.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/07/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHI (Omega Healthcare Investors, Inc.) |
-61.47%
Apr 1998 – Apr 2001 |
-41.70%
Mar 1998 – Mar 2003 |
-18.96%
Mar 1993 – Mar 2003 |
-0.96%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHI (Omega Healthcare Investors, Inc.) |
93.83%
Mar 2003 – Mar 2006 |
59.59%
Mar 2003 – Mar 2008 |
38.56%
Mar 2003 – Mar 2013 |
29.16%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart