It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
OILGX: OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 26.18 0.92(3.39%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 07/23/2003 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 14.49% |
| Expenses | 0.97% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.7 | 5.2 | 22.4 | 22.5 | 10.7 | 15.4 | 14.3 | 11.4 | 11.3 | 16.0 | 32.5 | 41.2 | -34.7 | 17.9 | 33.8 | 31.3 | -0.8 | 32.5 | 0.9 | 8.1 | 11.2 | 37.0 | 16.1 | -1.5 | 15.8 | 40.7 | -43.3 | 11.2 | 9.3 | 6.4 | 12.2 | 10.8 |
| Sharpe Ratio | NA | 0.55 | 1.2 | 0.98 | 0.36 | 0.64 | NA | NA | 0.49 | 0.55 | 1.61 | 2.36 | -1.1 | 1.05 | 0.96 | 2.11 | -0.11 | 3.73 | 0.04 | 0.49 | 0.78 | 2.99 | 1.16 | -0.06 | 0.81 | 1.6 | -1.15 | 0.5 | 0.5 | 0.4 | 0.99 | 2.15 |
| Draw Down(%) | NA | 13.4 | 15.3 | 23.8 | 40.0 | 40.0 | NA | NA | 55.2 | 23.6 | 13.5 | 11.2 | 37.8 | 8.2 | 31.5 | 8.7 | 20.3 | 2.8 | 15.4 | 13.2 | 9.0 | 6.8 | 10.8 | 20.7 | 16.8 | 20.7 | 51.8 | 9.7 | 10.2 | 7.5 | 10.0 | 4.2 |
| Standard Deviation(%) | NA | 18.5 | 16.5 | 19.6 | 22.4 | 21.6 | NA | NA | 20.3 | 23.7 | 17.9 | 16.1 | 32.9 | 17.0 | 35.0 | 14.2 | 20.0 | 8.6 | 15.1 | 16.6 | 14.3 | 12.4 | 13.9 | 25.2 | 19.4 | 25.5 | 38.5 | 16.3 | 11.8 | 10.3 | 11.4 | 11.8 |
| Treynor Ratio | NA | 0.11 | 0.21 | 0.21 | 0.09 | 0.16 | NA | NA | 0.11 | 0.14 | 0.31 | 0.45 | -0.41 | 0.24 | 0.37 | 0.46 | -0.02 | 0.33 | 0.01 | 0.08 | 0.11 | 0.37 | 0.17 | -0.02 | 0.16 | 0.42 | -0.44 | 0.08 | 0.07 | 0.05 | 0.15 | 0.33 |
| Alpha | NA | 0.05 | 0.04 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | -0.05 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.03 | 0.0 | 0.03 | -0.01 | 0.02 | 0.02 |
| Beta | NA | 0.94 | 0.95 | 0.92 | 0.89 | 0.88 | NA | NA | 0.92 | 0.95 | 0.92 | 0.83 | 0.88 | 0.75 | 0.91 | 0.65 | 0.94 | 0.96 | 1.01 | 1.02 | 1.03 | 1.01 | 0.93 | 0.94 | 1.0 | 0.98 | 1.01 | 0.97 | 0.87 | 0.82 | 0.74 | 0.77 |
| RSquared | NA | 0.95 | 0.96 | 0.97 | 0.97 | 0.92 | NA | NA | 0.93 | 0.98 | 0.97 | 0.96 | 0.98 | 0.91 | 0.87 | 0.7 | 0.98 | 0.94 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.98 | 0.98 | 0.89 | 0.97 | 0.96 | 0.92 | 0.87 | 0.89 | 0.9 |
| Yield(%) | N/A | 0.0 | 14.3 | 13.4 | 9.5 | 13.1 | 14.3 | 12.1 | N/A | 14.3 | 10.9 | 14.5 | 3.1 | 15.1 | 9.4 | 3.8 | 12.7 | 20.1 | 3.7 | 10.3 | 11.9 | 11.9 | 0.3 | 0.0 | 0.0 | 0.2 | 0.0 | 2.8 | 1.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 63.2 | 24.6 | 43.2 | 250.2 | N/A | N/A | N/A | 63.2 | -7.0 | 193.0 | -78.6 | 92.4 | 222.1 | -74.3 | -29.2 | 452.5 | -65.9 | -14.4 | 20.5 | 4087.5 | N/A | N/A | -100.0 | N/A | -100.0 | 62.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to OILGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
