Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPIXX | -77.39% | -81.10% | -22.86% | NA | NA | NA | NA | 1.00% |
Data as of 08/05/2025, AR inception is 10/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPIXX | 10/27/2021 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -76.08 | -81.10 | -22.86 | NA | NA | NA | NA | 1.00 | -77.39 | -18.07 | 26.12 | 341.06 | -0.01 |
| Sharpe Ratio | NA | -0.34 | -0.08 | NA | NA | NA | NA | -0.01 | -0.29 | -4.54 | 0.05 | 6.99 | -3.14 |
| Standard Deviation(%) | NA | 249.82 | 306.96 | NA | NA | NA | NA | 276.01 | 328.34 | 4.78 | 471.45 | 48.93 | 0.02 |
| Draw Down(%) | NA | 81.14 | 81.69 | NA | NA | NA | NA | 81.69 | 77.39 | 18.33 | 81.69 | 0.19 | 0.01 |
| Yield(%) | 0.00 | 0.53 | 1.83 | 2.53 | 1.27 | 0.84 | 0.63 | 4.22 | 0.16 | 0.95 | 1.16 | 1.65 | 0.00 |
Data as of 08/05/2025, AR inception is 10/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPIXX (OPIXX) |
0.98%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPIXX (OPIXX) |
68.05%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart