Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPPJ | 23.29% | 60.96% | 34.42% | 24.65% | 16.86% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPPJ | 06/28/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | 60.96 | 34.42 | 24.65 | 16.86 | NA | NA | … | … | 23.29 | 37.08 | 20.70 | 38.96 | 5.02 | 11.66 | -3.23 | 18.26 | -18.69 | 29.55 | 8.51 | 15.33 | 9.09 | 14.31 |
| Sharpe Ratio | NA | 2.94 | 1.67 | 1.22 | 0.78 | NA | NA | … | … | 2.60 | 1.85 | 0.94 | 2.19 | 0.21 | 0.68 | -0.10 | 1.01 | -1.05 | 2.33 | 0.33 | 0.67 | 0.45 | 1.37 |
| Standard Deviation(%) | NA | 19.86 | 18.68 | 18.13 | 19.80 | NA | NA | … | … | 23.27 | 18.56 | 18.09 | 16.31 | 17.41 | 17.15 | 33.48 | 16.70 | 19.25 | 12.46 | 24.79 | 22.85 | 20.32 | 21.91 |
| Draw Down(%) | NA | 9.82 | 16.49 | 16.49 | 39.29 | NA | NA | … | … | 9.82 | 14.50 | 16.49 | 7.52 | 8.79 | 12.67 | 35.58 | 13.11 | 25.35 | 8.15 | 18.27 | 16.21 | 11.84 | 8.77 |
| Yield(%) | 0.00 | 2.42 | 1.99 | 2.72 | 3.27 | 3.51 | 2.63 | … | … | 0.12 | 2.39 | 4.67 | 2.86 | 2.69 | 3.27 | 2.82 | 2.50 | 1.64 | 1.91 | 1.81 | 3.61 | 8.86 | 0.24 |
Data as of 06/05/2026, Common starting date is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPJ (OPPJ) |
-3.18%
Oct 2017 – Oct 2020 |
1.68%
Jul 2015 – Jul 2020 |
10.10%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPJ (OPPJ) |
37.78%
Feb 2023 – Feb 2026 |
26.13%
Feb 2021 – Feb 2026 |
17.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart