Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPPE | 10.96% | 25.90% | 22.43% | 13.60% | 12.17% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPPE | 03/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 25.90 | 22.43 | 13.60 | 12.17 | NA | NA | … | … | 10.96 | 38.80 | 10.42 | 19.80 | -11.14 | 23.52 | -2.92 | 28.60 | -13.34 | 22.25 | 8.07 | 2.17 |
| Sharpe Ratio | NA | 1.63 | 1.32 | 0.71 | 0.60 | NA | NA | … | … | 1.34 | 2.09 | 0.57 | 1.25 | -0.63 | 2.17 | -0.09 | 2.25 | -1.07 | 2.22 | 0.42 | 0.14 |
| Standard Deviation(%) | NA | 14.13 | 14.72 | 15.59 | 17.38 | NA | NA | … | … | 18.11 | 17.28 | 11.90 | 13.07 | 19.95 | 10.81 | 33.76 | 12.06 | 13.77 | 9.76 | 18.60 | 18.99 |
| Draw Down(%) | NA | 8.83 | 15.04 | 24.49 | 39.28 | NA | NA | … | … | 8.83 | 15.04 | 9.09 | 9.14 | 24.49 | 5.39 | 39.28 | 8.75 | 20.68 | 4.04 | 14.90 | 14.59 |
| Yield(%) | 0.00 | 3.37 | 4.17 | 3.78 | 4.29 | 3.12 | 2.34 | … | … | 0.16 | 3.96 | 4.24 | 3.96 | 4.26 | 2.85 | 3.15 | 3.81 | 1.98 | 1.72 | 2.76 | 4.30 |
Data as of 06/09/2026, Common starting date is 03/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPE (OPPE) |
-4.53%
Mar 2017 – Mar 2020 |
1.00%
Sep 2017 – Sep 2022 |
8.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPE (OPPE) |
25.87%
Sep 2022 – Sep 2025 |
18.36%
Oct 2020 – Oct 2025 |
13.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart