Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMF (OneMain Holdings, Inc.) | -14.91% | 14.85% | 20.02% | 8.30% | 17.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMF (OneMain Holdings, Inc.) | 10/16/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 14.85 | 20.02 | 8.30 | 17.04 | NA | NA | … | … | -14.91 | 39.77 | 15.14 | 63.03 | -27.20 | 23.56 | 51.66 | 100.22 | -6.54 | 17.41 | -46.71 | 14.83 | 43.11 | 31.25 |
| Sharpe Ratio | NA | 0.42 | 0.51 | 0.16 | 0.33 | NA | NA | … | … | -1.10 | 1.02 | 0.36 | 1.80 | -0.64 | 0.69 | 0.57 | 2.95 | -0.20 | 0.48 | -0.67 | 0.32 | 1.19 | 9.03 |
| Standard Deviation(%) | NA | 28.71 | 32.74 | 35.59 | 47.50 | NA | NA | … | … | 30.90 | 36.24 | 31.70 | 33.36 | 45.01 | 34.31 | 90.45 | 33.49 | 40.39 | 34.87 | 70.54 | 45.66 | 36.34 | 30.29 |
| Draw Down(%) | NA | 29.68 | 29.94 | 47.93 | 68.66 | NA | NA | … | … | 29.68 | 29.94 | 16.70 | 26.04 | 43.41 | 19.50 | 68.66 | 14.68 | 37.30 | 26.09 | 59.31 | 25.70 | 21.74 | 10.01 |
| Yield(%) | 0.00 | 8.07 | 10.09 | 7.77 | 14.11 | 15.00 | 11.25 | … | … | 3.04 | 8.05 | 8.34 | 12.09 | 7.52 | 20.32 | 15.72 | 13.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMF (OneMain Holdings, Inc.) |
-16.68%
Mar 2015 – Mar 2018 |
-12.55%
Mar 2015 – Mar 2020 |
8.64%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMF (OneMain Holdings, Inc.) |
55.39%
Dec 2018 – Dec 2021 |
35.05%
Mar 2020 – Mar 2025 |
20.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart