Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OISGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND INSTITUTIONAL CLASS) | 12.33% | 29.26% | 13.53% | 3.86% | 12.96% | 10.82% | 8.59% | … | … |
Data as of 06/09/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OISGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND INSTITUTIONAL CLASS) | 07/24/2003 | 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 (%) | -2.24 | 29.26 | 13.53 | 3.86 | 12.96 | 10.82 | 8.59 | … | … | 12.33 | 8.94 | 14.23 | 13.92 | -33.78 | -15.09 | 35.61 | 25.72 | -3.00 | 27.61 | 2.85 | -5.40 | 4.14 | 37.85 | 17.17 | -5.08 | 22.13 | 36.33 | -44.56 | 5.36 | 8.56 | 5.79 | 16.83 | 25.29 |
| Sharpe Ratio | NA | 1.29 | 0.50 | 0.05 | 0.48 | NA | NA | … | … | 1.05 | 0.25 | 0.42 | 0.54 | -1.10 | -0.43 | 0.85 | 1.37 | -0.19 | 2.29 | 0.14 | -0.34 | 0.26 | 2.64 | 1.01 | -0.16 | 0.93 | 1.13 | -1.08 | 0.13 | 0.35 | 0.25 | 0.93 | 4.04 |
| Standard Deviation(%) | NA | 20.71 | 21.28 | 23.19 | 23.51 | NA | NA | … | … | 23.67 | 25.03 | 18.39 | 17.97 | 31.99 | 34.82 | 41.34 | 17.73 | 22.47 | 11.85 | 18.26 | 16.16 | 15.90 | 14.30 | 17.09 | 31.25 | 23.71 | 32.04 | 42.17 | 18.49 | 15.36 | 14.25 | 17.17 | 16.38 |
| Draw Down(%) | NA | 15.52 | 29.82 | 35.63 | 39.22 | NA | NA | … | … | 15.52 | 28.47 | 10.41 | 17.32 | 35.11 | 32.71 | 39.22 | 11.56 | 28.82 | 5.12 | 20.24 | 16.31 | 11.86 | 4.92 | 12.78 | 27.79 | 19.41 | 28.80 | 54.66 | 13.55 | 16.00 | 11.90 | 17.04 | 5.88 |
| Yield(%) | 0.00 | 2.98 | 1.12 | 6.49 | 12.12 | 10.19 | 8.31 | … | … | 0.00 | 2.83 | 0.00 | 0.00 | 5.91 | 28.35 | 20.24 | 10.77 | 19.36 | 5.11 | 0.00 | 13.03 | 9.15 | 11.66 | 2.70 | 6.04 | 0.00 | 0.00 | 0.00 | 4.75 | 2.28 | 0.00 | 0.02 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| OISGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND INSTITUTIONAL CLASS) |
-21.31%
Feb 2006 – Feb 2009 |
-9.65%
Feb 2004 – Feb 2009 |
2.57%
Feb 2006 – Feb 2016 |
5.50%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OISGX (OPTIMUM SMALL-MID CAP GROWTH FUND OPTIMUM SMALL-MID CAP GROWTH FUND INSTITUTIONAL CLASS) |
30.62%
Dec 2018 – Dec 2021 |
26.16%
Feb 2009 – Feb 2014 |
16.68%
Sep 2011 – Sep 2021 |
14.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart