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
ONIT (Onity Group Inc.) NA -0.59% 7.47% 1.19% 1.10% -10.19% -5.30%
Data as of 06/05/2026, Common starting date is 09/25/1996
More Performance Analytics Comparison
Name Start Date End Date
ONIT (Onity Group Inc.) 09/25/1996 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -0.59 7.47 1.19 1.10 -10.19 -5.30
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 09/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ONIT (Onity Group Inc.) -65.38%
Jun 2013 – Jun 2016
-52.51%
Dec 2013 – Dec 2018
-29.94%
Oct 2013 – Oct 2023
-14.48%
Apr 2005 – Apr 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ONIT (Onity Group Inc.) 86.78%
Oct 2010 – Oct 2013
71.22%
Jun 2008 – Jun 2013
37.04%
Oct 2002 – Oct 2012
17.03%
Sep 1998 – Sep 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return