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
OPGX (Optigenex Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 10/20/2023, Common starting date is 09/20/2012
More Performance Analytics Comparison
Name Start Date End Date
OPGX (Optigenex Inc) 09/20/2012 10/20/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 100.00 -33.33 -32.43 -11.90 259.90 75.05 100.00 700.00 -87.50 -23.08 -56.67
Sharpe Ratio NA 0.00 -0.01 0.25 0.08 NA NA 0.00 1.43 -0.22 -0.13 -0.18 1.19 0.09 0.27 1.01 -0.21 -0.20 -0.40
Standard Deviation(%) NA 69.45 157.15 176.29 364.05 NA NA NA 69.45 201.58 252.51 193.80 199.73 596.46 242.31 672.41 511.66 208.23 282.04
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 0.00 76.00 77.96 63.50 72.55 99.42 81.82 97.40 95.45 76.92 73.33
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/20/2023, Common starting date is 09/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPGX (Optigenex Inc) -41.52%
May 2013 – May 2016
7.49%
Nov 2013 – Nov 2018
20.89%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPGX (Optigenex Inc) 506.48%
Jul 2015 – Jul 2018
295.00%
Jul 2015 – Jul 2020
30.46%
Jun 2013 – Jun 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return