Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMVJF (OMV Aktiengesellschaft) | 19.78% | 32.61% | 24.63% | 12.19% | 16.99% | 9.78% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMVJF (OMV Aktiengesellschaft) | 02/28/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.67 | 32.61 | 24.63 | 12.19 | 16.99 | 9.78 | NA | … | … | 19.78 | 82.90 | -4.33 | -6.19 | 1.12 | 40.83 | -18.60 | 9.94 | -10.59 | 87.67 | 24.03 | 8.54 | -43.22 | 42.34 | 24.19 | -8.86 | -22.07 | 75.22 | -60.03 | 22.29 |
| Sharpe Ratio | NA | 2.43 | 1.04 | 0.44 | 0.46 | NA | NA | … | … | 4.69 | 2.61 | -0.26 | -0.31 | -0.01 | 1.34 | -0.27 | 0.39 | -0.65 | 2.50 | 1.35 | 0.25 | -1.63 | 2.00 | 0.67 | -0.21 | -0.48 | 2.15 | -0.83 | 1.17 |
| Standard Deviation(%) | NA | 18.23 | 29.99 | 34.04 | 36.30 | NA | NA | … | … | 19.47 | 30.79 | 30.33 | 31.55 | 47.10 | 30.35 | 68.41 | 21.86 | 18.61 | 35.04 | 17.61 | 34.12 | 26.48 | 21.13 | 36.60 | 41.94 | 45.87 | 34.93 | 73.12 | 20.47 |
| Draw Down(%) | NA | 8.46 | 25.52 | 41.80 | 65.18 | NA | NA | … | … | 2.27 | 10.78 | 25.52 | 19.45 | 41.80 | 15.53 | 62.88 | 15.21 | 18.80 | 7.19 | 6.18 | 25.55 | 43.22 | 4.94 | 26.44 | 30.71 | 33.22 | 8.83 | 67.42 | 6.27 |
| Yield(%) | 0.00 | 0.00 | 11.21 | 8.27 | 12.11 | 6.72 | 4.29 | … | … | 0.00 | 28.02 | 12.57 | 10.57 | 4.80 | 5.61 | 7.25 | 3.70 | 2.69 | 4.06 | 3.98 | 5.08 | 3.49 | 4.33 | 4.67 | 4.11 | 2.22 | 5.04 | 2.81 | 2.44 |
Data as of 06/08/2026, Common starting date is 02/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMVJF (OMV Aktiengesellschaft) |
-20.32%
May 2007 – May 2010 |
-11.44%
Jun 2007 – Jun 2012 |
-1.94%
Mar 2007 – Mar 2017 |
0.54%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMVJF (OMV Aktiengesellschaft) |
40.83%
Jan 2015 – Jan 2018 |
28.87%
Sep 2020 – Sep 2025 |
18.47%
May 2016 – May 2026 |
11.04%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart