Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIOAX (ORINDA INCOME OPPORTUNITIES FUND CLASS A) | NA | 7.81% | 1.18% | 0.50% | 2.42% | NA | NA | … | … |
Data as of 01/10/2025, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIOAX (ORINDA INCOME OPPORTUNITIES FUND CLASS A) | 07/02/2013 | 01/10/2025 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 7.81 | 1.18 | 0.50 | 2.42 | NA | NA | … | … | -1.96 | 10.46 | 21.74 | -20.75 | 20.83 | -18.35 | 20.62 | -8.61 | 6.47 | 9.22 | -3.23 | 6.41 | 0.68 |
| Sharpe Ratio | NA | 0.16 | -0.22 | -0.07 | 0.04 | NA | NA | … | … | -4.32 | 0.50 | 1.20 | -1.39 | 2.25 | -0.34 | 4.40 | -1.85 | 1.86 | 1.18 | -0.71 | 2.53 | 0.51 |
| Standard Deviation(%) | NA | 7.92 | 13.36 | 26.86 | 19.35 | NA | NA | … | … | 12.49 | 7.76 | 14.68 | 16.01 | 9.23 | 54.54 | 4.36 | 5.39 | 3.16 | 7.67 | 4.61 | 2.53 | 2.63 |
| Draw Down(%) | NA | 6.22 | 27.18 | 54.28 | 54.28 | NA | NA | … | … | 3.04 | 4.93 | 19.49 | 27.18 | 5.25 | 54.28 | 1.19 | 13.31 | 2.07 | 9.96 | 9.76 | 2.99 | 2.14 |
| Yield(%) | 0.00 | 6.95 | 5.65 | 4.92 | 5.22 | 4.00 | 3.00 | … | … | 0.00 | 6.95 | 7.70 | 5.48 | 6.69 | 5.05 | 7.02 | 6.48 | 6.86 | 7.35 | 6.04 | 6.11 | 1.88 |
Data as of 01/10/2025, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIOAX (ORINDA INCOME OPPORTUNITIES FUND CLASS A) |
-12.41%
Mar 2017 – Mar 2020 |
-6.28%
Mar 2015 – Mar 2020 |
0.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIOAX (ORINDA INCOME OPPORTUNITIES FUND CLASS A) |
9.73%
Mar 2020 – Mar 2023 |
4.40%
Dec 2014 – Dec 2019 |
2.97%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart