Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OALGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS A) | 8.35% | 25.81% | 23.42% | 11.33% | 15.51% | 14.22% | 11.28% | … | … |
Data as of 06/03/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OALGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS A) | 07/24/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 25.81 | 23.42 | 11.33 | 15.51 | 14.22 | 11.28 | … | … | 8.35 | 15.72 | 32.19 | 40.75 | -34.84 | 17.61 | 33.49 | 30.94 | -0.97 | 32.15 | 0.61 | 7.88 | 10.93 | 36.49 | 15.65 | -1.79 | 15.31 | 40.17 | -43.51 | 10.83 | 8.90 | 5.99 | 11.80 | 10.71 |
| Sharpe Ratio | NA | 0.94 | 0.92 | 0.36 | 0.62 | NA | NA | … | … | 1.19 | 0.40 | 1.60 | 2.33 | -1.11 | 1.04 | 0.95 | 2.07 | -0.12 | 3.69 | 0.03 | 0.47 | 0.76 | 2.97 | 1.14 | -0.07 | 0.79 | 1.58 | -1.15 | 0.48 | 0.47 | 0.36 | 0.95 | 2.19 |
| Standard Deviation(%) | NA | 27.16 | 23.23 | 24.41 | 22.60 | NA | NA | … | … | 17.86 | 32.35 | 17.87 | 16.07 | 32.88 | 16.98 | 34.94 | 14.21 | 19.99 | 8.58 | 15.10 | 16.66 | 14.32 | 12.29 | 13.84 | 25.19 | 19.33 | 25.35 | 38.45 | 16.16 | 11.78 | 10.28 | 11.34 | 11.55 |
| Draw Down(%) | NA | 25.30 | 25.30 | 40.11 | 40.11 | NA | NA | … | … | 13.40 | 23.69 | 13.54 | 11.19 | 37.93 | 8.22 | 31.51 | 8.75 | 20.41 | 2.78 | 15.39 | 13.29 | 9.04 | 6.87 | 10.88 | 20.76 | 16.86 | 20.58 | 51.98 | 9.72 | 10.30 | 7.51 | 10.10 | 4.11 |
| Yield(%) | 0.00 | 16.79 | 15.17 | 10.57 | 13.82 | 14.47 | 12.21 | … | … | 0.00 | 16.75 | 12.54 | 16.44 | 3.44 | 16.64 | 10.30 | 4.11 | 13.59 | 21.29 | 3.84 | 10.73 | 12.39 | 12.22 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 2.79 | 1.81 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OALGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS A) |
-16.01%
Feb 2006 – Feb 2009 |
-6.78%
Feb 2004 – Feb 2009 |
6.06%
Feb 2006 – Feb 2016 |
7.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OALGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS A) |
29.60%
Sep 2022 – Sep 2025 |
23.84%
Feb 2009 – Feb 2014 |
18.13%
Sep 2011 – Sep 2021 |
15.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart