Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPLCX (Optique Large Cap Value) | NA | 3.88% | -11.79% | -1.80% | 1.64% | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 06/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPLCX (Optique Large Cap Value) | 06/10/1998 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.88 | -11.79 | -1.80 | 1.64 | NA | NA | … | … | 14.70 | -40.66 | -4.65 | 20.42 | 6.25 | 17.06 | 28.74 | -18.02 | 3.43 | 7.05 | -3.65 | 5.48 |
| Sharpe Ratio | NA | 0.09 | -0.40 | -0.14 | -0.01 | NA | NA | … | … | 0.61 | -0.93 | -0.35 | 1.88 | 0.43 | 1.65 | 1.74 | -0.81 | 0.07 | 0.16 | -0.47 | 0.34 |
| Standard Deviation(%) | NA | 42.82 | 33.38 | 26.91 | 23.05 | NA | NA | … | … | 30.85 | 44.36 | 21.86 | 9.17 | 9.49 | 9.75 | 16.13 | 23.57 | 16.66 | 18.31 | 14.65 | 20.15 |
| Draw Down(%) | NA | 34.67 | 61.84 | 61.84 | 61.84 | NA | NA | … | … | 29.53 | 52.31 | 15.07 | 6.95 | 6.30 | 6.61 | 16.69 | 34.04 | 16.57 | 16.33 | 14.71 | 17.93 |
| Yield(%) | 0.00 | 1.51 | 5.59 | 7.22 | 5.95 | 3.94 | 2.96 | … | … | 0.68 | 1.96 | 10.75 | 5.35 | 10.44 | 6.26 | 1.57 | 1.09 | 2.48 | 8.76 | 9.83 | 1.03 |
Data as of 10/14/2009, Common starting date is 06/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPLCX (Optique Large Cap Value) |
-19.67%
Feb 2006 – Feb 2009 |
-8.41%
Feb 2004 – Feb 2009 |
-2.24%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPLCX (Optique Large Cap Value) |
22.18%
Mar 2003 – Mar 2006 |
17.18%
Sep 2002 – Sep 2007 |
5.27%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart