Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWSAX | 2.85% | 7.12% | 9.52% | 5.95% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWSAX | 04/30/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 7.12 | 9.52 | 5.95 | NA | NA | NA | … | … | 2.85 | 7.74 | 10.51 | 11.60 | -3.04 | 2.10 |
| Sharpe Ratio | NA | 4.37 | 2.99 | 1.25 | NA | NA | NA | … | … | 4.24 | 3.34 | 2.24 | 3.95 | -1.46 | 0.72 |
| Standard Deviation(%) | NA | 1.03 | 2.09 | 2.77 | NA | NA | NA | … | … | 1.01 | 1.46 | 3.08 | 2.03 | 3.06 | 4.33 |
| Draw Down(%) | NA | 0.52 | 2.03 | 7.99 | NA | NA | NA | … | … | 0.43 | 1.12 | 2.03 | 1.16 | 5.60 | 3.43 |
| Yield(%) | 0.00 | 9.19 | 8.69 | 7.61 | 3.86 | 2.57 | 1.93 | … | … | 2.43 | 9.04 | 8.64 | 7.30 | 10.00 | 4.77 |
Data as of 06/05/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSAX (OWSAX) |
4.58%
Oct 2021 – Oct 2024 |
6.04%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSAX (OWSAX) |
10.16%
Oct 2022 – Oct 2025 |
6.04%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart