Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPK (OPKO Health, Inc.) | 15.87% | 8.96% | 0.23% | -16.56% | -17.53% | -5.68% | 6.56% | … | … |
Data as of 06/04/2026, Common starting date is 11/02/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPK (OPKO Health, Inc.) | 11/02/1995 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.10 | 8.96 | 0.23 | -16.56 | -17.53 | -5.68 | 6.56 | … | … | 15.87 | -12.24 | -1.99 | 20.80 | -74.01 | 21.77 | 168.71 | -51.16 | -38.57 | -47.31 | -7.46 | 0.60 | 18.36 | 75.47 | -1.84 | 33.51 | 100.55 | 12.96 | -43.16 | 235.29 | 107.32 | 20.59 | -62.22 | 157.14 | -89.49 | -54.85 | -1.67 | 9.09 | 0.00 | 223.53 | -50.00 | -5.56 |
| Sharpe Ratio | NA | 0.13 | -0.04 | -0.34 | -0.30 | NA | NA | … | … | 1.04 | -0.39 | -0.13 | 0.28 | -1.07 | 0.40 | 1.62 | -1.26 | -0.74 | -1.50 | -0.87 | -0.37 | 0.00 | 1.25 | -0.76 | 0.32 | 1.60 | -0.06 | -0.52 | 2.46 | 1.03 | -0.01 | -0.85 | 0.96 | -0.84 | -0.86 | -0.66 | 0.59 | 0.33 | 1.69 | -0.63 | -2.13 |
| Standard Deviation(%) | NA | 37.23 | 53.26 | 58.05 | 65.26 | NA | NA | … | … | 39.42 | 39.40 | 68.52 | 59.49 | 70.70 | 54.96 | 103.65 | 58.97 | 81.71 | 44.50 | 47.38 | 48.49 | 31.78 | 45.62 | 27.12 | 47.00 | 51.32 | 94.61 | 119.84 | 87.21 | 82.92 | 74.28 | 96.15 | 143.87 | 130.83 | 89.14 | 105.86 | 58.20 | 102.18 | 103.82 | 75.98 | 64.69 |
| Draw Down(%) | NA | 30.38 | 59.91 | 83.11 | 92.70 | NA | NA | … | … | 20.29 | 38.66 | 44.59 | 43.32 | 78.70 | 44.41 | 50.43 | 62.92 | 60.89 | 50.85 | 23.97 | 56.01 | 19.58 | 31.98 | 25.36 | 32.92 | 20.76 | 64.71 | 68.24 | 50.28 | 30.77 | 25.53 | 70.18 | 48.53 | 89.49 | 72.50 | 71.43 | 39.58 | 77.59 | 41.81 | 66.67 | 19.44 |
| 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 | 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 11/02/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPK (OPKO Health, Inc.) |
-69.69%
Jan 2000 – Jan 2003 |
-52.08%
Feb 2000 – Feb 2005 |
-22.62%
May 2015 – May 2025 |
-8.87%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPK (OPKO Health, Inc.) |
114.27%
Oct 2004 – Oct 2007 |
63.77%
Feb 2006 – Feb 2011 |
46.81%
May 2005 – May 2015 |
19.41%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart