Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPRX (OptimizeRx Corporation) | -58.65% | -65.65% | -29.98% | -36.90% | 4.02% | 2.90% | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPRX (OptimizeRx Corporation) | 11/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.98 | -65.65 | -29.98 | -36.90 | 4.02 | 2.90 | NA | … | … | -58.65 | 156.79 | -64.43 | -14.82 | -72.95 | 99.33 | 203.41 | -6.38 | 132.91 | 93.83 | -33.61 | 3.39 | -30.59 | 60.38 | 19.10 | 8.54 | -56.15 | -54.83 | -17.20 | 25.00 |
| Sharpe Ratio | NA | -0.85 | -0.41 | -0.52 | 0.04 | NA | NA | … | … | -1.11 | 1.78 | -0.93 | -0.30 | -0.93 | 1.56 | 2.60 | -0.52 | 1.62 | 1.11 | -1.14 | -0.24 | -0.66 | 0.44 | 0.00 | -0.08 | -0.30 | -0.19 | -0.15 | 2.04 |
| Standard Deviation(%) | NA | 78.18 | 79.87 | 75.53 | 71.67 | NA | NA | … | … | 80.76 | 88.48 | 76.67 | 63.26 | 79.89 | 63.45 | 77.58 | 57.19 | 68.92 | 67.43 | 59.04 | 63.95 | 74.00 | 95.24 | 140.06 | 132.35 | 252.32 | 382.46 | 236.78 | 549.08 |
| Draw Down(%) | NA | 77.72 | 77.72 | 96.09 | 96.09 | NA | NA | … | … | 65.65 | 42.44 | 76.31 | 63.57 | 78.16 | 45.34 | 41.14 | 48.11 | 47.65 | 22.35 | 38.71 | 39.29 | 59.51 | 54.04 | 53.40 | 56.33 | 71.70 | 95.40 | 80.33 | 66.67 |
| 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 |
Data as of 06/09/2026, Common starting date is 11/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPRX (OptimizeRx Corporation) |
-62.21%
Oct 2021 – Oct 2024 |
-36.21%
May 2021 – May 2026 |
-15.05%
Jan 2008 – Jan 2018 |
-3.16%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPRX (OptimizeRx Corporation) |
123.87%
Feb 2018 – Feb 2021 |
101.93%
Oct 2016 – Oct 2021 |
39.12%
Sep 2011 – Sep 2021 |
13.21%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart