Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return