BMPEX vs. DHAMX
BMPEX (Beck, Mack & Oliver Partners Fund) and DHAMX (Centre American Select Equity Fund) are both Large Cap Blend Equities funds. Over the past 10 years, BMPEX returned 11.61%/yr vs 13.91%/yr for DHAMX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. BMPEX charges 1.00%/yr vs 1.46%/yr for DHAMX.
Performance
BMPEX vs. DHAMX - Performance Comparison
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Returns By Period
In the year-to-date period, BMPEX achieves a -1.39% return, which is significantly lower than DHAMX's 19.82% return. Over the past 10 years, BMPEX has underperformed DHAMX with an annualized return of 11.61%, while DHAMX has yielded a comparatively higher 13.91% annualized return.
BMPEX
- 1D
- -0.11%
- 1M
- 0.73%
- 6M
- -0.47%
- YTD
- -1.39%
- 1Y
- 3.84%
- 3Y*
- 10.79%
- 5Y*
- 7.06%
- 10Y*
- 11.61%
- ALL TIME*
- 9.73%
DHAMX
- 1D
- 1.78%
- 1M
- -1.29%
- 6M
- 9.05%
- YTD
- 19.82%
- 1Y
- 37.51%
- 3Y*
- 13.19%
- 5Y*
- 12.13%
- 10Y*
- 13.91%
- ALL TIME*
- 13.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BMPEX vs. DHAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMPEX Beck, Mack & Oliver Partners Fund | -1.39% | 5.42% | 21.45% | 32.28% | -21.11% | 53.67% | 5.06% | 32.35% | -15.08% | 17.86% |
DHAMX Centre American Select Equity Fund | 19.82% | 19.37% | 1.33% | 14.91% | -3.34% | 27.41% | 30.79% | 16.38% | -3.82% | 25.26% |
Correlation
The correlation between BMPEX and DHAMX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 2011 | 0.76 |
The correlation between BMPEX and DHAMX shifts across timeframes, from 0.60 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BMPEX vs. DHAMX — Risk / Return Rank
BMPEX
DHAMX
BMPEX vs. DHAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Beck, Mack & Oliver Partners Fund (BMPEX) and Centre American Select Equity Fund (DHAMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMPEX | DHAMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.36 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 3.59 | -3.52 |
| Martin ratioReturn relative to average drawdown | 0.19 | 12.51 | -12.32 |
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Drawdowns
BMPEX vs. DHAMX - Drawdown Comparison
The maximum BMPEX drawdown since its inception was -42.17%, which is greater than DHAMX's maximum drawdown of -28.47%. Use the drawdown chart below to compare losses from any high point for BMPEX and DHAMX.
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Drawdown Indicators
| BMPEX | DHAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.17% | -28.47% | -13.70% |
Max Drawdown (1Y)Largest decline over 1 year | -17.81% | -9.84% | -7.97% |
Max Drawdown (3Y)Largest decline over 3 years | -22.53% | -28.47% | +5.94% |
Max Drawdown (5Y)Largest decline over 5 years | -29.46% | -28.47% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -42.17% | -28.47% | -13.70% |
Current DrawdownCurrent decline from peak | -4.93% | -3.73% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -8.20% | -4.14% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 2.83% | +4.63% |
Volatility
BMPEX vs. DHAMX - Volatility Comparison
Beck, Mack & Oliver Partners Fund (BMPEX) and Centre American Select Equity Fund (DHAMX) have volatilities of 4.28% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMPEX | DHAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.43% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 12.72% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 16.63% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 17.78% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 17.49% | +3.61% |
BMPEX vs. DHAMX - Expense Ratio Comparison
BMPEX has a 1.00% expense ratio, which is lower than DHAMX's 1.46% expense ratio.
Dividends
BMPEX vs. DHAMX - Dividend Comparison
BMPEX has not paid dividends to shareholders, while DHAMX's dividend yield for the trailing twelve months is around 30.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMPEX Beck, Mack & Oliver Partners Fund | 0.00% | 0.00% | 0.00% | 0.03% | 0.04% | 0.00% | 0.59% | 0.43% | 0.00% | 0.09% | 1.04% | 21.71% |
DHAMX Centre American Select Equity Fund | 30.09% | 36.05% | 0.00% | 2.58% | 1.37% | 16.31% | 4.52% | 9.94% | 22.37% | 13.14% | 3.57% | 11.03% |
Frequently Asked Questions
BMPEX and DHAMX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHAMX has higher volatility (4.43%) compared to BMPEX (4.28%). In terms of maximum drawdown, BMPEX dropped -42.17% vs DHAMX's -28.47%.
DHAMX currently has the higher Sharpe Ratio (2.13 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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