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
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

3-Year Annualized Rolling Return