Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OMCC (Old Market Capital Corporation) NA -17.31% -2.99% -17.63% -8.85% -6.80% -4.93%
Data as of 06/05/2026, Common starting date is 12/29/1997
More Performance Analytics Comparison
Name Start Date End Date
OMCC (Old Market Capital Corporation) 12/29/1997 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -17.31 -2.99 -17.63 -8.85 -6.80 -4.93
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OMCC (Old Market Capital Corporation) -40.09%
Feb 2006 – Feb 2009
-17.26%
Jan 2021 – Jan 2026
-11.56%
Oct 2013 – Oct 2023
-7.96%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OMCC (Old Market Capital Corporation) 81.72%
Dec 2008 – Dec 2011
50.39%
Feb 2001 – Feb 2006
24.39%
Feb 2001 – Feb 2011
23.56%
Sep 1998 – Sep 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return