Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ohio National Oncore Extra Tactical Asset Allocation Moderate | NA | 11.97% | 3.63% | 7.55% | 4.62% | 6.42% | 8.69% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio National Oncore Extra Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 11.97 | 3.63 | 7.55 | 4.62 | 6.42 | 8.69 | … | … | 0.36 | -3.81 | 9.15 | -3.96 | 20.05 | 7.99 | 16.89 | -12.56 | 4.71 | 6.93 | -4.51 | 2.03 | 11.64 | 13.08 | 2.35 | 21.70 | 22.43 | 2.00 | 20.89 | 14.19 | 13.40 | 16.89 | 31.74 | 10.92 | -1.50 |
| Sharpe Ratio | NA | -0.87 | -0.29 | 0.25 | 0.18 | NA | NA | … | … | 0.06 | -1.05 | 0.63 | -0.44 | 2.19 | 0.40 | 2.62 | -1.57 | 0.79 | 0.79 | -0.50 | 0.26 | 1.54 | 1.76 | 0.20 | 1.69 | 2.05 | 0.13 | 1.72 | 1.17 | 1.64 | 1.76 | 5.15 | 1.87 | -0.70 |
| Standard Deviation(%) | NA | 9.76 | 10.00 | 12.38 | 10.30 | NA | NA | … | … | 5.03 | 9.88 | 7.75 | 12.00 | 9.14 | 19.49 | 5.92 | 8.85 | 5.18 | 8.48 | 9.16 | 7.79 | 7.53 | 7.40 | 11.75 | 12.81 | 10.89 | 8.26 | 10.43 | 9.33 | 6.85 | 9.08 | 6.03 | 5.24 | 5.46 |
| Draw Down(%) | NA | 10.92 | 14.56 | 24.77 | 25.48 | NA | NA | … | … | 0.33 | 10.92 | 5.33 | 14.56 | 4.53 | 24.77 | 2.65 | 18.26 | 3.33 | 6.46 | 10.29 | 8.00 | 7.78 | 4.98 | 11.15 | 8.81 | 5.74 | 8.50 | 9.44 | 12.33 | 4.55 | 12.28 | 4.72 | 4.63 | 6.57 |
| Yield(%) | NA | 6.61 | 9.83 | 7.54 | 6.83 | NA | NA | … | … | NA | 0.60 | 6.83 | 13.61 | 9.87 | 2.07 | 6.16 | 4.36 | 1.23 | 9.11 | 10.52 | 5.91 | 7.13 | 4.13 | 7.99 | 2.36 | 5.66 | 8.52 | 11.99 | 10.51 | 11.84 | 5.84 | 7.09 | 5.05 | 8.64 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio National Oncore Extra Tactical Asset Allocation Moderate |
-3.98%
Mar 2017 – Mar 2020 |
-2.27%
Mar 2015 – Mar 2020 |
2.91%
Oct 2010 – Oct 2020 |
5.68%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio National Oncore Extra Tactical Asset Allocation Moderate |
21.46%
Jan 2003 – Jan 2006 |
19.82%
Jan 2003 – Jan 2008 |
16.43%
Apr 2001 – Apr 2011 |
12.31%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart
