Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPTGF | NA | -28.67% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/16/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTGF | 02/16/2024 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.67 | NA | NA | NA | NA | NA | … | … | -11.53 | -50.16 |
| Sharpe Ratio | NA | -0.58 | NA | NA | NA | NA | NA | … | … | -0.33 | -1.15 |
| Standard Deviation(%) | NA | 55.11 | NA | NA | NA | NA | NA | … | … | 55.67 | 50.90 |
| Draw Down(%) | NA | 43.81 | NA | NA | NA | NA | NA | … | … | 27.75 | 55.04 |
| Yield(%) | 0.00 | 4.27 | 0.58 | 0.35 | 0.17 | 0.12 | 0.09 | … | … | 2.98 | 1.37 |
Data as of 09/26/2025, Common starting date is 02/16/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTGF (OPTGF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| OPTGF (OPTGF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart