Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSCV (Opus Small Cap Value ETF) | 8.94% | 14.85% | 10.70% | 5.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSCV (Opus Small Cap Value ETF) | 07/18/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 14.85 | 10.70 | 5.22 | NA | NA | NA | … | … | 8.94 | 1.35 | 11.66 | 10.15 | -11.43 | 27.66 | 4.89 | 27.51 | -12.77 |
| Sharpe Ratio | NA | 0.97 | 0.53 | 0.17 | NA | NA | NA | … | … | 1.61 | -0.09 | 0.51 | 0.41 | -0.60 | 1.57 | 0.11 | 2.33 | -2.02 |
| Standard Deviation(%) | NA | 13.31 | 15.90 | 17.24 | NA | NA | NA | … | … | 14.15 | 17.03 | 15.87 | 15.80 | 21.59 | 17.60 | 40.43 | 11.17 | 13.67 |
| Draw Down(%) | NA | 7.55 | 22.92 | 22.92 | NA | NA | NA | … | … | 7.55 | 18.33 | 9.61 | 12.47 | 21.21 | 7.87 | 42.41 | 6.83 | 20.17 |
| Yield(%) | 0.00 | 1.26 | 1.53 | 1.31 | 1.30 | 0.87 | 0.65 | … | … | 0.16 | 1.25 | 1.42 | 1.68 | 0.97 | 1.37 | 1.16 | 2.20 | 0.95 |
Data as of 06/04/2026, Common starting date is 07/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCV (Opus Small Cap Value ETF) |
2.24%
Apr 2021 – Apr 2024 |
5.00%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCV (Opus Small Cap Value ETF) |
19.83%
Mar 2020 – Mar 2023 |
14.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart