Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPTZ (Optimize Strategy Index ETF) | 26.00% | 53.15% | 21.83% | 12.58% | 6.10% | 107.58% | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTZ (Optimize Strategy Index ETF) | 09/08/2009 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 53.15 | 21.83 | 12.58 | 6.10 | 107.58 | NA | … | … | 26.00 | 22.83 | 29,604,350.89 | -92.86 | -99.75 | 120.00 |
| Sharpe Ratio | NA | 2.68 | 8.84 | 1.46 | 0.31 | NA | NA | … | … | 2.91 | 0.86 | 0.12 | -0.56 | -0.41 | 2.07 |
| Standard Deviation(%) | NA | 18.87 | 856.55 | 856.55 | 856.55 | NA | NA | … | … | 21.93 | 23.26 | 1,493.11 | 165.42 | 244.72 | 530.85 |
| Draw Down(%) | NA | 10.63 | 25.74 | 25.74 | 25.74 | NA | NA | … | … | 10.63 | 24.01 | 9.01 | 94.44 | 99.78 | 80.00 |
| Yield(%) | 0.00 | 0.70 | 0.40 | 0.24 | 0.12 | 2,550.00 | 6.12 | … | … | 0.00 | 0.71 | 0.38 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTZ (Optimize Strategy Index ETF) |
-94.33%
Dec 2009 – Dec 2012 |
131.43%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTZ (Optimize Strategy Index ETF) |
7,635.09%
May 2023 – May 2026 |
249.46%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart