Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPB (Opus Bank) | NA | -0.53% | -2.57% | -8.08% | NA | NA | NA | … | … |
Data as of 06/02/2020, Common starting date is 04/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPB (Opus Bank) | 04/17/2014 | 06/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | -0.53 | -2.57 | -8.08 | NA | NA | NA | … | … | -23.88 | 34.75 | -28.24 | -9.15 | -18.72 | 30.31 | -3.63 |
| Sharpe Ratio | NA | -0.03 | -0.08 | -0.20 | NA | NA | NA | … | … | -0.51 | 1.41 | -0.87 | -0.25 | -0.44 | 1.10 | -0.27 |
| Standard Deviation(%) | NA | 63.19 | 43.99 | 43.16 | NA | NA | NA | … | … | 94.72 | 23.83 | 34.11 | 39.31 | 42.56 | 27.61 | 18.79 |
| Draw Down(%) | NA | 50.00 | 52.17 | 62.68 | NA | NA | NA | … | … | 50.00 | 15.82 | 40.92 | 38.10 | 48.18 | 13.06 | 18.15 |
| Yield(%) | 0.00 | 2.20 | 1.64 | 1.16 | 0.67 | 0.44 | 0.33 | … | … | 0.85 | 2.24 | 1.57 | 0.00 | 1.50 | 1.20 | 0.00 |
Data as of 06/02/2020, Common starting date is 04/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPB (Opus Bank) |
-19.14%
Oct 2015 – Oct 2018 |
-9.74%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPB (Opus Bank) |
10.76%
Jan 2017 – Jan 2020 |
1.69%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart