Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPEIX | NA | 15.12% | NA | NA | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 11/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPEIX | 11/30/2017 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.73 | 15.12 | NA | NA | NA | NA | NA | … | … | 20.97 | -16.93 | 0.40 |
| Sharpe Ratio | NA | 0.82 | NA | NA | NA | NA | NA | … | … | 1.57 | -1.14 | 3.00 |
| Standard Deviation(%) | NA | 16.65 | NA | NA | NA | NA | NA | … | … | 15.42 | 16.09 | 1.42 |
| Draw Down(%) | NA | 14.35 | NA | NA | NA | NA | NA | … | … | 7.51 | 26.74 | 0.20 |
| Yield(%) | 0.00 | 1.08 | 0.32 | 0.19 | 0.10 | 0.06 | 0.05 | … | … | 0.61 | 0.44 | 0.00 |
Data as of 10/30/2019, Common starting date is 11/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPEIX (OPEIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPEIX (OPEIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
