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Performance analysis of Omega Flex (OFLX)

Annual Return

Over the past 3 years, OFLX has had an average annual return of -28.86%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, OFLX has had an average annual return of -26.78%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, OFLX has had an average annual return of +0.18%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Aug 1, 2005, OFLX has had an average annual return of +7.12%, underperforming the benchmark SPY, which returned +10.94% annual.

202620252024202320222021202020192018201720162015
+2.82%-26.69%-38.89%-23.35%-25.62%-12.31%+37.37%+107.03%-23.17%+29.31%+71.46%-10.79%
2014201320122011201020092008200720062005
+87.69%+69.05%-5.61%-14.57%+18.15%-24.78%+30.62%-17.41%+21.21%+43.13%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+12.06%+8.91%-13.61%+2.56%-4.09%+5.03%-5.61%+2.82%
2025-6.22%-9.53%-2.33%-12.90%+9.21%+0%-1.48%+10.66%-10.71%-11.34%-1.99%+9.95%-26.69%
2024-1.06%-0.16%+1.84%-6.15%-10.64%-12.80%+2.54%-10.23%+6.47%+2.40%-3.33%-14.37%-38.89%
2023+13.91%+9.48%-4.24%-0.98%-5.31%-0.06%-13.74%-6.50%-5.55%-7.19%-3.49%+0.39%-23.35%
2022+11.82%+2.32%-10.59%-14.33%-0.41%-2.35%+6.85%-12.15%-8.31%+2.27%+1.81%-2.60%-25.62%
2021+26.71%-6.76%-8.48%+0.89%-7.52%-0.03%+6.89%-3.07%-5.93%+1.45%-18.50%+7.88%-12.31%
2020-1.76%-25.71%+7.79%+7.11%+13.54%+3.42%+15.39%+8.21%+18.96%-4.31%-5.33%+3.19%+37.37%
2019+17.07%+16.75%+2.57%+12%+0.90%-9.77%-0.98%+10.70%+21.79%-9.19%+3.19%+15.77%+107.03%
2018-14.35%-8.73%+16.62%+0.64%+6.49%+14.15%+16.65%-3.83%-19.55%-14.98%-8.43%-1.96%-23.17%
2017-14.94%-4.28%+5.26%+17.53%+8.99%+5.55%-6.77%-3.41%+24.28%-10.23%+0.14%+10.91%+29.31%

Drawdown analysis of Omega Flex (OFLX)

The maximum drawdown for the OFLX was -84.79%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current OFLX drawdown is -81.82%.

Since Aug 1, 2005 OFLX has experienced the following drawdowns:

  • 50% or more: 3 times
  • 40% or more: 5 times
  • 30% or more: 9 times
  • 20% or more: 15 times
  • 10% or more: 19 times
DepthStartTo BottomBottomTo RecoverEndTotal
-84.79%Jan 29, 20211209Nov 20, 2025OngoingOngoingOngoing
-63.99%Sep 19, 2008114Mar 5, 20091423Oct 28, 20141537
-51.17%Dec 19, 201958Mar 16, 202055Jun 3, 2020113
-49.59%Sep 5, 2006467Jul 15, 200847Sep 19, 2008514
-42.90%Jul 26, 201899Dec 17, 201886Apr 23, 2019185
-33.71%Dec 19, 201468Mar 31, 201558Jun 23, 2015126
-33.34%Nov 3, 201557Jan 27, 2016205Nov 16, 2016262
-33.05%Dec 27, 200532Feb 13, 2006133Aug 23, 2006165
-31.06%Sep 20, 200522Oct 20, 200542Dec 20, 200564
-28.98%Jul 21, 201524Aug 24, 201544Oct 26, 201568
-26.84%Dec 27, 201653Mar 15, 201738May 9, 201791
-26.12%Dec 21, 201733Feb 9, 201873May 25, 2018106
-24.48%Apr 24, 201960Jul 19, 201937Sep 11, 201997
-23.75%Oct 15, 202024Nov 18, 202048Jan 29, 202172
-20.16%Jun 3, 20208Jun 15, 202021Jul 15, 202029
-18.95%Jul 19, 201729Aug 29, 201718Sep 25, 201747
-17.80%Sep 27, 201749Dec 6, 201711Dec 21, 201760
-11.96%Sep 2, 202012Sep 21, 20205Sep 28, 202017
-11.45%Sep 30, 201931Nov 12, 201923Dec 16, 201954
-9.32%Nov 25, 20165Dec 2, 20164Dec 8, 20169
-8.45%Dec 9, 20144Dec 15, 20142Dec 17, 20146
-7.97%May 25, 201812Jun 13, 20188Jun 25, 201820
-6.09%Nov 17, 20161Nov 18, 20162Nov 22, 20163
-5.00%Jun 23, 201511Jul 9, 20156Jul 17, 201517
-4.71%Nov 18, 20141Nov 19, 201413Dec 9, 201414