Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPHC (OptimumBank Holdings, Inc.) | 28.47% | 25.23% | 23.34% | 6.69% | 3.16% | 9.45% | -3.90% | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPHC (OptimumBank Holdings, Inc.) | 06/23/2003 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 25.23 | 23.34 | 6.69 | 3.16 | 9.45 | -3.90 | … | … | 28.47 | -10.92 | 13.40 | 2.20 | 4.07 | 16.62 | 21.66 | -7.67 | -36.17 | 24.34 | 2.16 | -64.76 | -30.00 | -23.47 | -2.00 | -89.92 | -42.86 | -54.43 | -34.37 | -20.00 | 7.77 | -22.21 | 62.15 | -13.72 |
| Sharpe Ratio | NA | 0.76 | 0.66 | 0.13 | 0.02 | NA | NA | … | … | 2.92 | -0.49 | 0.22 | -0.06 | 0.05 | 0.26 | 0.25 | -0.36 | -0.71 | 0.03 | -0.30 | -0.49 | -0.61 | -0.52 | -0.11 | -0.66 | -0.37 | -0.63 | -0.50 | -0.80 | -0.45 | -1.15 | 1.11 | -1.24 |
| Standard Deviation(%) | NA | 27.66 | 30.93 | 41.90 | 79.16 | NA | NA | … | … | 29.23 | 28.31 | 31.45 | 37.53 | 49.58 | 64.56 | 84.76 | 84.75 | 81.25 | 162.59 | 105.56 | 169.43 | 79.73 | 80.46 | 189.50 | 163.37 | 165.82 | 115.60 | 106.58 | 52.48 | 32.35 | 37.71 | 38.26 | 34.44 |
| Draw Down(%) | NA | 16.09 | 34.12 | 59.48 | 78.31 | NA | NA | … | … | 8.79 | 24.48 | 14.86 | 35.19 | 30.20 | 43.42 | 47.67 | 52.14 | 56.80 | 56.47 | 51.92 | 85.71 | 49.15 | 57.86 | 89.49 | 91.76 | 81.57 | 77.13 | 55.26 | 36.09 | 27.27 | 26.67 | 23.49 | 16.67 |
| 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 | 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 06/04/2026, Common starting date is 06/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPHC (OptimumBank Holdings, Inc.) |
-62.15%
Aug 2007 – Aug 2010 |
-45.61%
Dec 2006 – Dec 2011 |
-27.54%
Dec 2005 – Dec 2015 |
-9.99%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPHC (OptimumBank Holdings, Inc.) |
115.44%
May 2013 – May 2016 |
69.46%
May 2013 – May 2018 |
27.65%
Dec 2015 – Dec 2025 |
15.72%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart