Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPCH (Option Care Health, Inc.) | -33.74% | -33.34% | -11.68% | 0.10% | 6.06% | -2.17% | 0.37% | … | … |
Data as of 06/09/2026, Common starting date is 08/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPCH (Option Care Health, Inc.) | 08/15/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.78 | -33.34 | -11.68 | 0.10 | 6.06 | -2.17 | 0.37 | … | … | -33.74 | 40.43 | -32.18 | 11.96 | 5.80 | 81.84 | 4.83 | 4.48 | 22.68 | 179.81 | -40.57 | -74.96 | -5.54 | -31.29 | 97.25 | 4.40 | -37.44 | 276.58 | -71.28 | 123.41 | -54.11 | 18.55 | -9.53 | 21.21 | -67.42 | 1,934.29 | -64.10 | -27.78 | -28.95 | -5.00 | -60.00 |
| Sharpe Ratio | NA | -0.91 | -0.40 | -0.02 | 0.08 | NA | NA | … | … | -1.20 | 1.16 | -1.01 | 0.21 | 0.10 | 2.01 | 0.06 | -0.31 | 0.02 | 2.08 | -0.79 | -1.02 | -0.52 | -0.91 | 2.21 | -0.22 | -0.81 | 3.85 | -1.00 | 2.05 | -1.32 | -0.06 | -0.65 | 0.03 | -0.93 | 21.58 | -0.96 | -0.03 | 0.04 | -0.58 | -0.85 |
| Standard Deviation(%) | NA | 42.54 | 38.98 | 40.09 | 58.29 | NA | NA | … | … | 55.71 | 32.98 | 38.70 | 37.46 | 42.90 | 40.72 | 82.14 | 59.82 | 46.01 | 77.90 | 94.50 | 91.73 | 45.87 | 55.04 | 35.99 | 65.57 | 69.44 | 67.07 | 90.70 | 49.86 | 58.16 | 38.65 | 45.03 | 54.90 | 93.49 | 93.34 | 138.79 | 98.00 | 106.25 | 88.29 | 112.14 |
| Draw Down(%) | NA | 46.65 | 46.65 | 46.65 | 69.37 | NA | NA | … | … | 46.65 | 26.05 | 36.64 | 24.88 | 22.50 | 21.86 | 65.87 | 59.65 | 27.36 | 41.23 | 69.37 | 80.69 | 36.48 | 67.21 | 19.64 | 34.44 | 57.87 | 51.76 | 83.67 | 20.68 | 69.81 | 24.64 | 40.61 | 33.64 | 75.07 | 27.69 | 90.80 | 63.77 | 60.61 | 77.90 | 72.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCH (Option Care Health, Inc.) |
-48.01%
Dec 2013 – Dec 2016 |
-30.42%
Jul 2013 – Jul 2018 |
-14.52%
Sep 1996 – Sep 2006 |
-17.25%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCH (Option Care Health, Inc.) |
100.29%
Dec 2000 – Dec 2003 |
53.84%
Dec 2000 – Dec 2005 |
19.58%
Dec 2000 – Dec 2010 |
11.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart