Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCLGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS C) | 8.02% | 24.89% | 22.54% | 10.53% | 14.66% | 13.40% | 10.50% | … | … |
Data as of 06/03/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCLGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS C) | 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 (%) | 1.02 | 24.89 | 22.54 | 10.53 | 14.66 | 13.40 | 10.50 | … | … | 8.02 | 14.93 | 31.26 | 39.64 | -35.30 | 16.75 | 32.39 | 30.11 | -1.78 | 31.24 | -0.18 | 7.08 | 10.12 | 35.61 | 14.94 | -2.50 | 14.53 | 39.37 | -43.88 | 10.04 | 8.21 | 5.37 | 10.97 | 10.47 |
| Sharpe Ratio | NA | 0.63 | 0.72 | 0.29 | 0.54 | NA | NA | … | … | 1.14 | 0.28 | 1.54 | 2.25 | -1.12 | 0.98 | 0.91 | 2.02 | -0.16 | 3.60 | -0.03 | 0.43 | 0.71 | 2.89 | 1.08 | -0.10 | 0.75 | 1.55 | -1.16 | 0.43 | 0.41 | 0.30 | 0.88 | 2.11 |
| Standard Deviation(%) | NA | 39.19 | 28.40 | 27.49 | 24.31 | NA | NA | … | … | 17.83 | 42.98 | 17.94 | 16.12 | 32.91 | 17.06 | 34.99 | 14.19 | 19.95 | 8.53 | 15.12 | 16.57 | 14.29 | 12.31 | 13.91 | 25.23 | 19.38 | 25.40 | 38.54 | 16.14 | 11.79 | 10.34 | 11.34 | 11.69 |
| Draw Down(%) | NA | 32.50 | 32.50 | 40.45 | 40.45 | NA | NA | … | … | 13.57 | 25.31 | 13.59 | 11.39 | 38.26 | 8.25 | 31.61 | 8.82 | 20.53 | 2.80 | 15.45 | 13.39 | 9.07 | 6.91 | 11.05 | 20.90 | 16.97 | 20.65 | 52.28 | 9.74 | 10.31 | 7.68 | 10.35 | 4.22 |
| Yield(%) | 0.00 | 26.18 | 21.01 | 13.50 | 15.53 | 15.25 | 12.44 | … | … | 0.00 | 26.04 | 18.43 | 22.69 | 4.63 | 21.19 | 12.73 | 5.01 | 15.98 | 24.15 | 4.31 | 11.80 | 13.36 | 13.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.85 | 1.84 | 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 |
|---|---|---|---|---|
| OCLGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS C) |
-16.52%
Feb 2006 – Feb 2009 |
-7.35%
Feb 2004 – Feb 2009 |
5.35%
Feb 2006 – Feb 2016 |
6.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLGX (OPTIMUM LARGE CAP GROWTH FUND OPTIMUM LARGE CAP GROWTH FUND CLASS C) |
28.65%
Sep 2022 – Sep 2025 |
23.01%
Feb 2009 – Feb 2014 |
17.28%
Sep 2011 – Sep 2021 |
15.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart