Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OBSGX (Optimum Small-Mid Cap Growth B) | NA | 8.28% | 15.69% | 14.69% | 5.76% | NA | NA | 7.92% |
Data as of 11/06/2014, AR inception is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBSGX (Optimum Small-Mid Cap Growth B) | 07/24/2003 | 11/06/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 8.28 | 15.69 | 14.69 | 5.76 | NA | NA | 7.92 | 1.59 | 37.35 | 16.05 | -6.07 | 20.90 | 35.01 | -45.12 | 4.42 | 7.43 | 4.72 | 15.65 | 24.94 |
| Sharpe Ratio | NA | 0.53 | 0.90 | 0.68 | 0.19 | NA | NA | 0.29 | 0.12 | 2.59 | 0.95 | -0.19 | 0.87 | 1.09 | -1.09 | 0.08 | 0.27 | 0.18 | 0.86 | 3.97 |
| Standard Deviation(%) | NA | 15.67 | 17.21 | 21.65 | 24.55 | NA | NA | 23.68 | 15.96 | 14.42 | 17.06 | 31.34 | 23.83 | 32.06 | 42.28 | 18.47 | 15.40 | 14.29 | 17.09 | 16.40 |
| Draw Down(%) | NA | 12.00 | 12.99 | 28.11 | 63.24 | NA | NA | 63.24 | 12.00 | 4.97 | 12.99 | 28.11 | 19.58 | 28.89 | 55.10 | 13.67 | 16.15 | 12.13 | 17.46 | 5.98 |
| Yield(%) | 0.00 | 8.96 | 8.83 | 6.99 | 3.73 | 3.28 | 2.46 | 4.48 | 3.78 | 12.93 | 2.96 | 6.51 | 0.00 | 0.00 | 0.00 | 4.91 | 2.33 | 0.00 | 0.02 | 0.00 |
Data as of 11/06/2014, AR inception is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSGX (Optimum Small-Mid Cap Growth B) |
-22.07%
Feb 2006 - Feb 2009 |
-10.53%
Feb 2004 - Feb 2009 |
5.32%
Jan 2004 - Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSGX (Optimum Small-Mid Cap Growth B) |
28.55%
Feb 2009 - Feb 2012 |
25.08%
Feb 2009 - Feb 2014 |
7.19%
Sep 2003 - Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart