Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBLGX (Optimum Large Cap Growth B) | NA | 15.31% | 18.00% | 14.82% | 7.02% | NA | NA | … | … |
Data as of 11/06/2014, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBLGX (Optimum Large Cap Growth B) | 07/24/2003 | 11/06/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 15.31 | 18.00 | 14.82 | 7.02 | NA | NA | … | … | 8.57 | 35.87 | 14.94 | -2.50 | 14.53 | 39.37 | -43.88 | 9.99 | 8.20 | 5.27 | 11.08 | 10.47 |
| Sharpe Ratio | NA | 1.08 | 1.25 | 0.83 | 0.29 | NA | NA | … | … | 0.69 | 2.90 | 1.08 | -0.10 | 0.74 | 1.54 | -1.16 | 0.43 | 0.42 | 0.30 | 0.90 | 2.11 |
| Standard Deviation(%) | NA | 14.16 | 14.47 | 17.84 | 20.72 | NA | NA | … | … | 14.59 | 12.35 | 13.91 | 25.34 | 19.42 | 25.45 | 38.45 | 16.27 | 11.81 | 10.33 | 11.30 | 11.72 |
| Draw Down(%) | NA | 8.98 | 10.97 | 20.90 | 55.77 | NA | NA | … | … | 8.98 | 6.98 | 10.97 | 20.90 | 16.97 | 20.65 | 52.28 | 9.74 | 10.31 | 7.77 | 10.35 | 4.22 |
| Yield(%) | 0.00 | 14.72 | 7.62 | 5.55 | 3.17 | 2.44 | 1.83 | … | … | 5.97 | 13.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.85 | 1.84 | 0.00 | 0.00 | 0.00 |
Data as of 11/06/2014, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBLGX (Optimum Large Cap Growth B) |
-16.54%
Feb 2006 – Feb 2009 |
-7.38%
Feb 2004 – Feb 2009 |
5.66%
Aug 2003 – Aug 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBLGX (Optimum Large Cap Growth B) |
25.35%
Feb 2009 – Feb 2012 |
23.07%
Feb 2009 – Feb 2014 |
7.74%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart