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
OPST (Opt-Sciences Corp) 13.75% 12.35% 1.12% 0.90% 2.54% 4.00% NA
Data as of 06/03/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
Name Start Date End Date
OPST (Opt-Sciences Corp) 08/09/2007 06/03/2026
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
Annualized Return (%) 0.00 12.35 1.12 0.90 2.54 4.00 NA 13.75 -11.11 12.44 -21.53 39.27 -12.18 0.92 7.89 -12.36 10.35 -0.50 15.23 3.41 23.80 13.27 5.04 42.51 39.17 -53.85 23.81
Sharpe Ratio NA 0.21 -0.14 -0.07 0.02 NA NA 1.71 -1.30 0.38 -1.24 1.38 -0.48 0.02 0.30 -0.71 0.19 -0.02 0.35 0.20 1.23 0.39 0.18 0.66 0.85 -0.97 1.53
Standard Deviation(%) NA 14.92 15.64 20.51 29.36 NA NA 20.25 10.93 15.56 20.87 27.56 25.59 39.80 21.65 19.20 51.75 36.00 43.18 16.79 19.31 33.89 28.38 64.19 45.92 56.52 45.71
Draw Down(%) NA 9.30 16.13 24.38 38.07 NA NA 0.00 13.33 6.52 21.57 7.15 20.04 30.96 21.40 20.21 25.93 28.90 15.80 9.02 10.29 19.89 18.69 20.08 21.83 53.85 18.44
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.33 0.31 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 5.20 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 08/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPST (Opt-Sciences Corp) -11.11%
Mar 2017 – Mar 2020
-5.86%
Jan 2017 – Jan 2022
0.00%
May 2015 – May 2025
2.32%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPST (Opt-Sciences Corp) 35.16%
Mar 2009 – Mar 2012
26.06%
Feb 2009 – Feb 2014
15.79%
Feb 2009 – Feb 2019
10.14%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return