Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPBK (OP Bancorp) | 1.23% | 21.94% | 23.72% | 10.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPBK (OP Bancorp) | 01/17/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 21.94 | 23.72 | 10.11 | NA | NA | NA | … | … | 1.23 | -7.41 | 50.53 | 3.24 | -9.30 | 71.04 | -22.80 | 19.37 | -11.30 |
| Sharpe Ratio | NA | 0.45 | 0.66 | 0.25 | NA | NA | NA | … | … | 0.03 | -0.28 | 1.58 | -0.01 | -0.32 | 1.76 | -0.43 | 0.52 | -0.47 |
| Standard Deviation(%) | NA | 29.31 | 32.30 | 32.19 | NA | NA | NA | … | … | 28.61 | 37.29 | 29.70 | 31.40 | 33.17 | 40.25 | 53.38 | 34.74 | 27.88 |
| Draw Down(%) | NA | 16.45 | 41.81 | 44.99 | NA | NA | NA | … | … | 15.95 | 33.42 | 20.27 | 34.73 | 28.08 | 19.92 | 44.25 | 20.61 | 40.74 |
| Yield(%) | 0.00 | 4.19 | 5.81 | 4.42 | 2.96 | 1.97 | 1.48 | … | … | 1.86 | 3.13 | 4.36 | 4.26 | 3.41 | 4.49 | 2.74 | 2.23 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPBK (OP Bancorp) |
-5.21%
Jun 2018 – Jun 2021 |
-5.93%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPBK (OP Bancorp) |
26.51%
May 2023 – May 2026 |
24.30%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart