Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEMCX (Ophmr Eml Dbt C) | -1.93% | 5.36% | 4.65% | 0.32% | 1.53% | 0.35% | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEMCX (Ophmr Eml Dbt C) | 07/07/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 5.36 | 4.65 | 0.32 | 1.53 | 0.35 | NA | … | … | -1.93 | 17.79 | -5.64 | 13.04 | -9.77 | -11.12 | 2.90 | 12.53 | -7.83 | 12.88 | 9.99 | -12.67 | -6.25 | -10.06 | 16.93 | -3.27 | 7.63 |
| Sharpe Ratio | NA | 0.42 | 0.24 | -0.25 | 0.02 | NA | NA | … | … | -0.51 | 2.46 | -1.30 | 1.13 | -1.09 | -1.60 | 0.21 | 1.68 | -1.07 | 1.66 | 0.85 | -1.61 | -0.86 | -1.29 | 2.82 | -0.38 | 2.54 |
| Standard Deviation(%) | NA | 7.89 | 7.64 | 8.16 | 8.73 | NA | NA | … | … | 10.32 | 6.08 | 7.12 | 8.37 | 10.27 | 6.97 | 12.48 | 6.57 | 8.62 | 7.39 | 11.53 | 7.88 | 7.28 | 7.82 | 6.03 | 8.59 | 6.31 |
| Draw Down(%) | NA | 8.90 | 9.24 | 25.41 | 27.85 | NA | NA | … | … | 8.90 | 3.24 | 8.97 | 9.08 | 19.94 | 14.16 | 21.16 | 5.66 | 16.49 | 5.30 | 9.72 | 16.83 | 11.55 | 13.88 | 6.26 | 10.68 | 6.14 |
| Yield(%) | 0.00 | 6.46 | 5.79 | 4.22 | 4.18 | 3.43 | 2.96 | … | … | 2.78 | 6.77 | 5.34 | 5.33 | 3.85 | 2.97 | 2.38 | 4.79 | 4.45 | 5.56 | 8.94 | 4.54 | 4.69 | 5.43 | 4.83 | 5.08 | 2.14 |
Data as of 06/08/2026, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMCX (Ophmr Eml Dbt C) |
-9.70%
Dec 2012 – Dec 2015 |
-4.45%
Sep 2017 – Sep 2022 |
-2.93%
Oct 2012 – Oct 2022 |
0.38%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEMCX (Ophmr Eml Dbt C) |
9.73%
Oct 2022 – Oct 2025 |
5.79%
Dec 2015 – Dec 2020 |
3.22%
Feb 2016 – Feb 2026 |
1.09%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart