Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OTCRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INVESTOR CLASS) NA -0.01% 8.19% 6.70% 3.63% NA NA
Data as of 10/30/2025, Common starting date is 01/03/2014
More Performance Analytics Comparison
Name Start Date End Date
OTCRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INVESTOR CLASS) 01/03/2014 10/30/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -0.02 -0.01 8.19 6.70 3.63 NA NA -23.39 16.17 4.43 -1.91 9.34 7.29 3.63 0.62 -3.76 -0.08 9.32 9.25
Sharpe Ratio NA -1.05 -0.32 -0.12 -0.08 NA NA -1.04 1.08 0.16 -0.52 1.25 0.76 0.31 -0.09 -0.88 -0.05 1.48 1.54
Standard Deviation(%) NA 27.25 17.13 13.98 11.13 NA NA 29.35 11.62 4.88 6.41 7.44 9.24 6.94 8.79 5.05 5.61 6.27 6.06
Draw Down(%) NA 27.37 27.37 27.37 27.37 NA NA 27.37 4.81 5.09 8.14 6.49 9.39 4.14 6.94 5.35 6.05 2.93 3.29
Yield(%) 0.00 25.81 13.01 9.04 4.68 3.76 2.82 26.15 0.66 2.96 6.29 2.33 1.93 0.00 0.00 0.00 0.00 0.00 0.08
Data as of 10/30/2025, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTCRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INVESTOR CLASS) -3.15%
Feb 2016 – Feb 2019
0.47%
Mar 2015 – Mar 2020
3.08%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTCRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INVESTOR CLASS) 9.16%
Aug 2018 – Aug 2021
8.44%
Jan 2020 – Jan 2025
4.93%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return