Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OILGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) | 4.90% | 21.12% | 22.48% | 10.52% | 15.34% | 14.39% | 11.52% | … | … |
Data as of 06/09/2026, Common starting date is 07/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OILGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) | 07/23/2003 | 06/09/2026 |
| 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 (%) | -4.67 | 21.12 | 22.48 | 10.52 | 15.34 | 14.39 | 11.52 | … | … | 4.90 | 15.97 | 32.49 | 41.16 | -34.69 | 17.88 | 33.81 | 31.34 | -0.80 | 32.48 | 0.88 | 8.14 | 11.20 | 36.99 | 16.10 | -1.49 | 15.75 | 40.74 | -43.35 | 11.19 | 9.27 | 6.43 | 12.21 | 10.82 |
| Sharpe Ratio | NA | 1.20 | 0.98 | 0.36 | 0.64 | NA | NA | … | … | 0.55 | 0.55 | 1.61 | 2.36 | -1.10 | 1.05 | 0.96 | 2.11 | -0.11 | 3.73 | 0.04 | 0.49 | 0.78 | 2.99 | 1.16 | -0.06 | 0.81 | 1.60 | -1.15 | 0.50 | 0.50 | 0.40 | 0.99 | 2.15 |
| Standard Deviation(%) | NA | 16.48 | 19.60 | 22.41 | 21.56 | NA | NA | … | … | 18.49 | 23.71 | 17.92 | 16.08 | 32.87 | 17.02 | 34.98 | 14.18 | 19.96 | 8.56 | 15.13 | 16.59 | 14.28 | 12.35 | 13.89 | 25.24 | 19.39 | 25.46 | 38.46 | 16.25 | 11.79 | 10.33 | 11.39 | 11.82 |
| Draw Down(%) | NA | 15.31 | 23.75 | 39.97 | 39.97 | NA | NA | … | … | 13.40 | 23.63 | 13.54 | 11.15 | 37.79 | 8.19 | 31.51 | 8.74 | 20.31 | 2.77 | 15.35 | 13.23 | 8.99 | 6.83 | 10.85 | 20.74 | 16.83 | 20.67 | 51.83 | 9.73 | 10.20 | 7.47 | 9.98 | 4.22 |
| Yield(%) | 0.00 | 14.24 | 13.45 | 9.44 | 13.04 | 14.34 | 12.35 | … | … | 0.00 | 14.32 | 10.88 | 14.55 | 3.07 | 15.10 | 9.44 | 3.79 | 12.69 | 20.15 | 3.65 | 10.28 | 11.95 | 11.89 | 0.33 | 0.00 | 0.00 | 0.20 | 0.00 | 2.75 | 1.80 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OILGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) |
-15.68%
Feb 2006 – Feb 2009 |
-6.43%
Feb 2004 – Feb 2009 |
6.42%
Feb 2006 – Feb 2016 |
7.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OILGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) |
29.92%
Sep 2022 – Sep 2025 |
24.24%
Feb 2009 – Feb 2014 |
18.45%
Sep 2011 – Sep 2021 |
16.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart