Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVZ (Opal Dividend Income ETF) | 4.14% | 12.45% | 15.56% | 8.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVZ (Opal Dividend Income ETF) | 01/29/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 12.45 | 15.56 | 8.57 | NA | NA | NA | … | … | 4.14 | 16.72 | 18.44 | -0.52 | 3.50 | 21.68 |
| Sharpe Ratio | NA | 1.08 | 1.13 | 0.49 | NA | NA | NA | … | … | 0.68 | 1.11 | 1.46 | -0.37 | 0.12 | 2.02 |
| Standard Deviation(%) | NA | 9.28 | 11.06 | 12.66 | NA | NA | NA | … | … | 10.33 | 12.52 | 10.13 | 11.37 | 16.91 | 11.70 |
| Draw Down(%) | NA | 5.83 | 9.52 | 15.41 | NA | NA | NA | … | … | 5.83 | 8.98 | 7.23 | 11.67 | 15.41 | 5.96 |
| Yield(%) | 0.24 | 2.81 | 3.73 | 3.51 | 2.12 | 1.41 | 1.06 | … | … | 1.06 | 2.94 | 3.01 | 3.53 | 3.20 | 4.48 |
Data as of 06/04/2026, Common starting date is 01/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVZ (Opal Dividend Income ETF) |
5.32%
Apr 2021 – Apr 2024 |
8.80%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVZ (Opal Dividend Income ETF) |
16.12%
May 2023 – May 2026 |
12.66%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart