Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBSVX (Optimum Small-Mid Cap Value B) | NA | 3.85% | 14.27% | 14.02% | 5.74% | NA | NA | … | … |
Data as of 11/06/2014, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBSVX (Optimum Small-Mid Cap Value 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 (%) | 0.78 | 3.85 | 14.27 | 14.02 | 5.74 | NA | NA | … | … | -1.93 | 32.69 | 15.87 | -3.39 | 24.18 | 39.40 | -40.33 | -8.22 | 8.96 | 6.94 | 25.43 | 20.36 |
| Sharpe Ratio | NA | 0.28 | 0.88 | 0.69 | 0.19 | NA | NA | … | … | -0.16 | 2.43 | 0.99 | -0.11 | 1.08 | 1.09 | -0.95 | -0.65 | 0.43 | 0.38 | 1.98 | 4.82 |
| Standard Deviation(%) | NA | 13.74 | 16.03 | 20.31 | 24.37 | NA | NA | … | … | 14.08 | 13.45 | 16.18 | 30.04 | 22.26 | 36.05 | 43.14 | 17.37 | 13.12 | 12.47 | 12.35 | 10.72 |
| Draw Down(%) | NA | 14.44 | 14.44 | 29.28 | 66.13 | NA | NA | … | … | 14.44 | 5.65 | 13.87 | 29.28 | 18.94 | 34.23 | 54.66 | 20.74 | 13.48 | 9.83 | 8.16 | 3.50 |
| Yield(%) | 0.00 | 8.81 | 8.44 | 6.54 | 4.81 | 4.54 | 3.41 | … | … | 3.77 | 13.73 | 4.07 | 1.12 | 0.00 | 0.00 | 0.17 | 8.16 | 6.29 | 6.87 | 3.40 | 0.71 |
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 |
|---|---|---|---|---|
| OBSVX (Optimum Small-Mid Cap Value B) |
-23.17%
Feb 2006 – Feb 2009 |
-9.67%
Feb 2004 – Feb 2009 |
5.99%
Sep 2004 – Sep 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSVX (Optimum Small-Mid Cap Value B) |
32.71%
Feb 2009 – Feb 2012 |
26.67%
Feb 2009 – Feb 2014 |
8.21%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart