Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPTXX | 0.00% | 0.00% | 3.31% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTXX | 05/17/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 3.31 | NA | NA | NA | NA | … | … | 0.00 | 1.65 | 5.21 | -74.72 | 499.48 |
| Sharpe Ratio | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | -0.01 | 0.00 | 1.11 | -0.28 | 19.19 |
| Standard Deviation(%) | NA | 608.36 | 377.11 | NA | NA | NA | NA | … | … | 480.97 | 522.97 | 1.44 | 283.89 | 87.00 |
| Draw Down(%) | NA | 76.13 | 81.00 | NA | NA | NA | NA | … | … | 72.30 | 76.13 | 0.00 | 81.00 | 1.79 |
| Yield(%) | 0.00 | 0.00 | 3.25 | 3.82 | 1.91 | 1.27 | 0.95 | … | … | 0.00 | 1.63 | 5.08 | 1.19 | 2.24 |
Data as of 06/10/2026, Common starting date 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) |
-37.98%
Mar 2023 – Mar 2026 |
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) |
13.89%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart