Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OARAX (Opp Glbmlt Str A) | NA | 1.40% | -0.84% | 1.01% | 0.91% | NA | NA | … | … |
Data as of 03/16/2018, Common starting date is 03/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OARAX (Opp Glbmlt Str A) | 03/13/2007 | 03/16/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 1.40 | -0.84 | 1.01 | 0.91 | NA | NA | … | … | -0.57 | 2.51 | 1.72 | -4.32 | 6.29 | 2.70 | 5.80 | -8.18 | 6.89 | 1.22 | -1.45 | 2.56 |
| Sharpe Ratio | NA | 0.16 | -0.31 | 0.20 | 0.15 | NA | NA | … | … | -0.51 | 0.81 | 0.38 | -1.09 | 2.18 | 0.71 | 1.38 | -1.20 | 1.16 | 0.25 | -0.41 | 0.06 |
| Standard Deviation(%) | NA | 3.95 | 3.88 | 3.69 | 4.66 | NA | NA | … | … | 7.43 | 2.32 | 3.95 | 3.98 | 2.88 | 3.74 | 4.21 | 6.82 | 5.88 | 4.45 | 5.78 | 4.29 |
| Draw Down(%) | NA | 2.48 | 8.54 | 8.54 | 12.31 | NA | NA | … | … | 2.48 | 1.11 | 4.27 | 7.06 | 2.20 | 5.22 | 2.63 | 12.31 | 3.13 | 3.55 | 6.45 | 1.80 |
| Yield(%) | 0.00 | 3.68 | 4.26 | 3.72 | 3.44 | 2.45 | 1.84 | … | … | 0.00 | 3.69 | 8.32 | 1.98 | 5.07 | 0.52 | 3.79 | 3.80 | 0.00 | 1.44 | 11.35 | 0.99 |
Data as of 03/16/2018, Common starting date is 03/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARAX (Opp Glbmlt Str A) |
-0.77%
Feb 2015 – Feb 2018 |
-0.30%
May 2007 – May 2012 |
1.06%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OARAX (Opp Glbmlt Str A) |
5.79%
Nov 2011 – Nov 2014 |
3.43%
Feb 2010 – Feb 2015 |
1.27%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart