Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIOIX (ORINDA INCOME OPPORTUNITIES FUND CLASS I) | 1.53% | 8.13% | 10.16% | 2.90% | 3.12% | NA | NA | … | … |
Data as of 04/17/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIOIX (ORINDA INCOME OPPORTUNITIES FUND CLASS I) | 07/02/2013 | 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 (%) | 0.06 | 8.13 | 10.16 | 2.90 | 3.12 | NA | NA | … | … | 1.53 | -1.39 | 10.63 | 22.12 | -20.80 | 20.83 | -18.35 | 20.94 | -8.32 | 6.79 | 9.51 | -2.90 | 6.76 | 0.81 |
| Sharpe Ratio | NA | 0.66 | 0.65 | 0.03 | 0.08 | NA | NA | … | … | 0.29 | -0.41 | 0.91 | 1.27 | -1.40 | 2.25 | -0.34 | 4.43 | -1.79 | 1.94 | 1.21 | -0.64 | 2.67 | 0.61 |
| Standard Deviation(%) | NA | 8.22 | 10.49 | 12.10 | 19.59 | NA | NA | … | … | 9.75 | 10.55 | 7.74 | 14.69 | 15.97 | 9.24 | 54.75 | 4.40 | 5.45 | 3.18 | 7.66 | 4.59 | 2.52 | 2.64 |
| Draw Down(%) | NA | 6.62 | 15.30 | 27.24 | 54.24 | NA | NA | … | … | 6.62 | 12.49 | 4.94 | 19.43 | 27.24 | 5.28 | 54.24 | 1.19 | 13.23 | 2.02 | 9.93 | 9.52 | 2.92 | 2.14 |
| Yield(%) | 0.00 | 5.02 | 6.83 | 5.42 | 5.51 | 4.36 | 3.27 | … | … | 0.92 | 4.35 | 7.19 | 7.93 | 5.47 | 6.67 | 5.04 | 7.25 | 6.91 | 7.08 | 7.60 | 6.27 | 6.36 | 1.96 |
Data as of 04/17/2026, 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 |
|---|---|---|---|---|
| OIOIX (ORINDA INCOME OPPORTUNITIES FUND CLASS I) |
-12.21%
Mar 2017 – Mar 2020 |
-6.04%
Mar 2015 – Mar 2020 |
0.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIOIX (ORINDA INCOME OPPORTUNITIES FUND CLASS I) |
11.05%
Sep 2022 – Sep 2025 |
11.63%
Mar 2020 – Mar 2025 |
4.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart