BMPEX vs. ORDNX
BMPEX (Beck, Mack & Oliver Partners Fund) and ORDNX (North Square Preferred and Income Securities Fund) are both mutual funds - BMPEX is a Large Cap Blend Equities fund managed by Beck, Mack & Oliver, while ORDNX is a Preferred Stock fund managed by North Square. Over the past 10 years, BMPEX returned 11.61%/yr vs 11.18%/yr for ORDNX. Their 0.65 correlation means they have sometimes moved together and sometimes differently. BMPEX charges 1.00%/yr vs 1.27%/yr for ORDNX.
Performance
BMPEX vs. ORDNX - 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 ORDNX's 1.10% return. Both investments have delivered pretty close results over the past 10 years, with BMPEX having a 11.61% annualized return and ORDNX not far behind at 11.18%.
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%
ORDNX
- 1D
- -0.06%
- 1M
- -0.86%
- 6M
- 0.40%
- YTD
- 1.10%
- 1Y
- 3.83%
- 3Y*
- 9.50%
- 5Y*
- 5.87%
- 10Y*
- 11.18%
- ALL TIME*
- 10.18%
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. ORDNX - 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% |
ORDNX North Square Preferred and Income Securities Fund | 1.10% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 31.10% | -0.98% | 20.57% |
Correlation
The correlation between BMPEX and ORDNX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.65 |
Over the past year, the correlation between BMPEX and ORDNX has dropped to 0.43 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
BMPEX vs. ORDNX — Risk / Return Rank
BMPEX
ORDNX
BMPEX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Beck, Mack & Oliver Partners Fund (BMPEX) and North Square Preferred and Income Securities Fund (ORDNX). 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 | ORDNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.58 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.33 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 1.45 | -1.37 |
| Martin ratioReturn relative to average drawdown | 0.19 | 5.86 | -5.67 |
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Drawdowns
BMPEX vs. ORDNX - Drawdown Comparison
The maximum BMPEX drawdown since its inception was -42.17%, which is greater than ORDNX's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for BMPEX and ORDNX.
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Drawdown Indicators
| BMPEX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.17% | -34.40% | -7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.81% | -2.66% | -15.15% |
Max Drawdown (3Y)Largest decline over 3 years | -22.53% | -5.50% | -17.03% |
Max Drawdown (5Y)Largest decline over 5 years | -29.46% | -18.77% | -10.69% |
Max Drawdown (10Y)Largest decline over 10 years | -42.17% | -34.40% | -7.77% |
Current DrawdownCurrent decline from peak | -4.93% | -0.90% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -8.20% | -3.77% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 0.66% | +6.80% |
Volatility
BMPEX vs. ORDNX - Volatility Comparison
Beck, Mack & Oliver Partners Fund (BMPEX) has a higher volatility of 4.28% compared to North Square Preferred and Income Securities Fund (ORDNX) at 0.49%. This indicates that BMPEX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMPEX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 0.49% | +3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 2.00% | +10.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 2.30% | +13.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 6.39% | +13.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 14.07% | +7.03% |
BMPEX vs. ORDNX - Expense Ratio Comparison
BMPEX has a 1.00% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Dividends
BMPEX vs. ORDNX - Dividend Comparison
BMPEX has not paid dividends to shareholders, while ORDNX's dividend yield for the trailing twelve months is around 6.78%.
| 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% |
ORDNX North Square Preferred and Income Securities Fund | 6.78% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Frequently Asked Questions
BMPEX and ORDNX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BMPEX has higher volatility (4.28%) compared to ORDNX (0.49%). In terms of maximum drawdown, BMPEX dropped -42.17% vs ORDNX's -34.40%.
ORDNX currently has the higher Sharpe Ratio (1.67 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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