Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIODX (ORINDA INCOME OPPORTUNITIES FUND CLASS D) | 0.47% | 2.88% | 7.61% | 1.16% | 1.77% | NA | NA | … | … |
Data as of 04/17/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIODX (ORINDA INCOME OPPORTUNITIES FUND CLASS D) | 10/04/2013 | 04/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.88 | 7.61 | 1.16 | 1.77 | NA | NA | … | … | 0.47 | -3.88 | 7.88 | 20.87 | -21.33 | 19.92 | -18.91 | 19.71 | -9.24 | 5.72 | 8.55 | -3.79 | 5.63 | 0.41 |
| Sharpe Ratio | NA | 0.02 | 0.41 | -0.11 | 0.01 | NA | NA | … | … | -0.09 | -0.64 | 0.16 | 1.14 | -1.43 | 2.15 | -0.35 | 4.17 | -1.95 | 1.61 | 1.10 | -0.82 | 2.24 | 0.63 |
| Standard Deviation(%) | NA | 8.50 | 10.57 | 12.13 | 19.63 | NA | NA | … | … | 9.67 | 10.72 | 8.00 | 14.67 | 15.98 | 9.24 | 54.86 | 4.39 | 5.43 | 3.17 | 7.62 | 4.63 | 2.50 | 2.65 |
| Draw Down(%) | NA | 7.08 | 15.70 | 27.65 | 54.27 | NA | NA | … | … | 7.08 | 12.70 | 6.51 | 19.60 | 27.65 | 5.35 | 54.27 | 1.30 | 13.49 | 2.12 | 9.98 | 10.17 | 3.21 | 1.07 |
| Yield(%) | 0.00 | 0.00 | 4.40 | 4.10 | 4.62 | 3.68 | 2.76 | … | … | 0.00 | 0.40 | 6.35 | 7.11 | 4.98 | 6.12 | 4.89 | 6.40 | 6.30 | 6.41 | 6.75 | 5.51 | 5.38 | 1.88 |
Data as of 04/17/2026, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIODX (ORINDA INCOME OPPORTUNITIES FUND CLASS D) |
-13.01%
Mar 2017 – Mar 2020 |
-6.89%
Mar 2015 – Mar 2020 |
0.76%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIODX (ORINDA INCOME OPPORTUNITIES FUND CLASS D) |
9.25%
Sep 2022 – Sep 2025 |
10.66%
Mar 2020 – Mar 2025 |
2.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart