Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTTRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) | NA | 0.59% | 6.49% | 5.47% | 3.23% | NA | NA | … | … |
Data as of 10/30/2025, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTTRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) | 01/02/2014 | 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 (%) | -0.09 | 0.59 | 6.49 | 5.47 | 3.23 | NA | NA | … | … | -23.15 | 16.51 | 4.70 | -7.28 | 7.96 | 7.59 | 4.03 | 1.54 | -3.49 | 0.08 | 9.57 | 9.34 |
| Sharpe Ratio | NA | -1.05 | -0.41 | -0.20 | -0.12 | NA | NA | … | … | -1.04 | 0.85 | 0.09 | -1.00 | 1.05 | 0.79 | 0.38 | 0.03 | -0.83 | -0.02 | 1.51 | 1.56 |
| Standard Deviation(%) | NA | 27.04 | 17.35 | 14.17 | 11.24 | NA | NA | … | … | 29.13 | 11.63 | 4.94 | 8.68 | 7.59 | 9.25 | 6.84 | 8.80 | 4.97 | 5.61 | 6.31 | 6.00 |
| Draw Down(%) | NA | 27.08 | 27.08 | 27.08 | 27.08 | NA | NA | … | … | 27.08 | 4.77 | 5.01 | 11.05 | 6.99 | 9.27 | 4.10 | 6.95 | 5.24 | 6.02 | 2.92 | 3.20 |
| Yield(%) | 0.00 | 26.26 | 11.43 | 7.79 | 4.14 | 3.34 | 2.50 | … | … | 26.46 | 0.92 | 3.26 | 0.92 | 0.81 | 2.22 | 0.02 | 0.60 | 0.00 | 0.00 | 0.00 | 0.08 |
Data as of 10/30/2025, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTTRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) |
-2.69%
Feb 2016 – Feb 2019 |
0.87%
Mar 2015 – Mar 2020 |
2.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTTRX (OTTER CREEK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) |
9.73%
Aug 2018 – Aug 2021 |
7.10%
Jan 2020 – Jan 2025 |
4.50%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
