Sortino ratio is not yet available for OEI. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Optimized Equity Income ETF's Sortino Ratio with other ETFs in the Actively Managed, Dividend, Large Cap Blend Equities category across multiple time periods, showing how OEI's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 30, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 6.19 | |||
| SEIX | Virtus Seix Senior Loan ETF | 5.08 | |||
| LVHI | Franklin International Low Volatility High Dividend Index ETF | 4.96 | |||
| AVIE | Avantis Inflation Focused Equity ETF | 4.26 | |||
| CLSE | Convergence Long/Short Equity ETF | 4.19 | |||
| DEW | WisdomTree Global High Dividend Fund | 4.17 | |||
| SCHD | Schwab U.S. Dividend Equity ETF | 4.07 | |||
| IUS | Invesco RAFI Strategic US ETF | 3.98 | |||
| SDOG | ALPS Sector Dividend Dogs ETF | 3.93 | |||
| EFAS | Global X MSCI SuperDividend® EAFE ETF | 3.90 | |||
| OEI | Optimized Equity Income ETF | — |
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Historical Sortino Ratio
The chart shows OEI's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when OEI consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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