Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPTXX | -77.15% | -80.67% | -22.22% | NA | NA | NA | NA | 14.08% |
Data as of 08/06/2025, AR inception is 05/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTXX | 05/17/2022 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.67 | -22.22 | NA | NA | NA | NA | 14.08 | -77.15 | -15.93 | 28.92 | 499.48 |
| Sharpe Ratio | NA | -0.34 | -0.08 | NA | NA | NA | NA | 0.04 | -0.29 | -6.16 | 0.06 | 19.19 |
| Standard Deviation(%) | NA | 250.11 | 269.82 | NA | NA | NA | NA | 263.81 | 328.74 | 3.18 | 396.90 | 87.00 |
| Draw Down(%) | NA | 80.74 | 80.88 | NA | NA | NA | NA | 80.88 | 77.15 | 16.00 | 80.88 | 1.79 |
| Yield(%) | 0.00 | 0.64 | 1.92 | 3.71 | 1.86 | 1.24 | 0.93 | 6.19 | 0.29 | 0.96 | 1.19 | 2.24 |
Data as of 08/06/2025, AR inception is 05/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTXX (OPTXX) |
-18.08%
Jul 2022 - Jul 2025 |
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 |
|---|---|---|---|---|
| OPTXX (OPTXX) |
10.60%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart