Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCSGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND CLASS C) | 9.56% | 25.42% | 11.35% | 2.50% | 11.86% | 9.72% | 7.57% | … | … |
Data as of 06/10/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCSGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND CLASS C) | 07/24/2003 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -3.47 | 25.42 | 11.35 | 2.50 | 11.86 | 9.72 | 7.57 | … | … | 9.56 | 4.77 | 13.07 | 12.71 | -39.26 | -30.32 | 25.29 | 24.57 | -3.90 | 26.40 | 1.72 | -6.28 | 3.07 | 36.47 | 16.05 | -6.06 | 20.90 | 35.01 | -45.12 | 4.35 | 7.51 | 4.64 | 15.75 | 24.94 |
| Sharpe Ratio | NA | 1.22 | 0.44 | 0.01 | 0.44 | NA | NA | … | … | 0.99 | 0.08 | 0.35 | 0.47 | -1.18 | -0.60 | 0.56 | 1.31 | -0.23 | 2.20 | 0.08 | -0.39 | 0.19 | 2.53 | 0.94 | -0.19 | 0.88 | 1.09 | -1.09 | 0.07 | 0.28 | 0.17 | 0.87 | 3.98 |
| Standard Deviation(%) | NA | 20.80 | 21.33 | 23.23 | 23.53 | NA | NA | … | … | 23.82 | 25.29 | 18.37 | 18.13 | 34.53 | 50.93 | 44.48 | 17.73 | 22.40 | 11.79 | 18.24 | 16.21 | 15.92 | 14.39 | 17.08 | 31.32 | 23.64 | 32.05 | 42.21 | 18.48 | 15.39 | 14.30 | 17.09 | 16.39 |
| Draw Down(%) | NA | 15.77 | 29.95 | 35.82 | 39.26 | NA | NA | … | … | 15.77 | 28.51 | 10.49 | 17.54 | 40.60 | 44.32 | 39.26 | 11.68 | 28.96 | 5.17 | 20.34 | 16.50 | 12.44 | 5.05 | 12.99 | 28.06 | 19.58 | 28.89 | 55.10 | 13.67 | 16.15 | 12.21 | 17.46 | 5.88 |
| Yield(%) | 0.00 | 6.14 | 2.25 | 9.87 | 14.99 | 11.23 | 8.78 | … | … | 0.00 | 5.82 | 0.00 | 0.00 | 10.89 | 42.91 | 28.33 | 14.41 | 24.12 | 6.24 | 0.00 | 15.17 | 10.39 | 12.93 | 2.96 | 6.51 | 0.00 | 0.00 | 0.00 | 4.91 | 2.33 | 0.00 | 0.02 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| OCSGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND CLASS C) |
-22.11%
Feb 2006 – Feb 2009 |
-10.56%
Feb 2004 – Feb 2009 |
1.55%
Feb 2006 – Feb 2016 |
4.46%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCSGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND CLASS C) |
29.41%
Dec 2018 – Dec 2021 |
24.93%
Feb 2009 – Feb 2014 |
15.53%
Sep 2011 – Sep 2021 |
13.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart