Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAOPX (BARRETT OPPORTUNITY FUND INC. CLASS O) | 8.73% | 31.63% | 19.82% | 8.43% | 9.17% | 8.62% | 5.96% | … | … |
Data as of 06/04/2026, Common starting date is 09/11/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAOPX (BARRETT OPPORTUNITY FUND INC. CLASS O) | 09/11/1980 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 31.63 | 19.82 | 8.43 | 9.17 | 8.62 | 5.96 | … | … | 8.73 | 12.76 | 22.43 | 17.85 | -16.67 | 17.47 | -3.91 | 19.96 | -9.47 | 20.63 | 17.47 | -3.09 | 6.21 | 24.80 | 12.65 | -5.76 | 15.05 | 16.54 | -42.09 | 7.13 | 15.74 | 11.42 | 12.64 | 23.54 | -15.80 | -6.10 | 10.06 | 0.94 | 4.93 | 32.98 | 19.59 | 30.25 | -4.22 | 6.71 | 10.68 | 29.67 | -16.05 | 16.82 | 15.08 | -8.98 | -4.87 | 25.38 | 3.56 | 29.59 | 28.90 | -5.64 | -2.20 |
| Sharpe Ratio | NA | 2.32 | 1.17 | 0.33 | 0.40 | NA | NA | … | … | 1.28 | 0.53 | 1.73 | 1.18 | -0.75 | 0.99 | -0.12 | 1.53 | -0.72 | 2.76 | 1.16 | -0.20 | 0.55 | 2.05 | 0.88 | -0.22 | 0.70 | 0.46 | -0.90 | 0.23 | 1.15 | 0.90 | 1.19 | 1.99 | -0.96 | -0.57 | 0.28 | -0.18 | 0.09 | 1.94 | 1.72 | 3.44 | -0.75 | 0.48 | 0.90 | 2.23 | -1.75 | 1.15 | 0.86 | -0.53 | -0.64 | 1.88 | -0.25 | 2.12 | 1.45 | -1.13 | -1.06 |
| Standard Deviation(%) | NA | 11.80 | 14.08 | 17.40 | 18.36 | NA | NA | … | … | 12.87 | 18.67 | 10.89 | 12.11 | 24.34 | 17.60 | 35.49 | 12.06 | 15.09 | 7.27 | 14.83 | 15.39 | 11.20 | 12.08 | 14.45 | 26.56 | 21.41 | 35.99 | 47.72 | 17.27 | 10.80 | 10.19 | 9.83 | 11.46 | 17.71 | 15.22 | 20.53 | 13.86 | 17.04 | 15.00 | 9.18 | 7.64 | 9.72 | 9.47 | 8.98 | 11.50 | 12.30 | 9.45 | 11.75 | 24.73 | 14.36 | 10.58 | 14.10 | 10.92 | 14.46 | 14.32 | 16.04 |
| Draw Down(%) | NA | 7.64 | 21.14 | 27.20 | 37.38 | NA | NA | … | … | 7.64 | 20.43 | 5.09 | 7.87 | 18.23 | 13.23 | 37.38 | 7.61 | 20.26 | 2.62 | 10.54 | 11.50 | 8.39 | 7.96 | 12.00 | 27.21 | 18.28 | 30.84 | 53.44 | 10.89 | 8.52 | 7.43 | 7.64 | 13.45 | 24.75 | 21.26 | 12.66 | 12.82 | 21.79 | 9.76 | 6.28 | 4.57 | 9.79 | 7.17 | 4.74 | 7.63 | 27.47 | 11.36 | 9.19 | 31.44 | 17.47 | 5.43 | 9.85 | 8.22 | 14.39 | 18.95 | 8.63 |
| Yield(%) | 0.00 | 36.87 | 30.76 | 16.14 | 12.59 | 10.33 | 6.24 | … | … | 0.00 | 34.39 | 50.98 | 25.91 | 0.73 | 0.82 | 0.84 | 10.97 | 12.17 | 6.84 | 25.18 | 10.02 | 10.87 | 9.60 | 11.75 | 8.56 | 6.78 | 6.12 | 8.34 | 5.82 | 0.68 | 3.49 | 1.83 | 7.65 | 3.45 | 6.56 | 0.00 | 6.58 | 10.11 | 4.33 | 5.83 | 1.69 | 1.24 | 2.24 | 1.32 | 2.43 | 2.47 | 3.68 | 2.65 | 3.29 | 2.41 | 2.42 | 2.12 | 2.79 | 3.88 | 3.43 | 2.89 |
Data as of 06/04/2026, Common starting date is 09/11/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOPX (BARRETT OPPORTUNITY FUND INC. CLASS O) |
-17.38%
Feb 2006 – Feb 2009 |
-7.12%
May 2007 – May 2012 |
-1.50%
Feb 1999 – Feb 2009 |
2.29%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOPX (BARRETT OPPORTUNITY FUND INC. CLASS O) |
31.71%
Jul 1982 – Jul 1985 |
23.37%
Jul 1982 – Jul 1987 |
16.05%
Oct 1990 – Oct 2000 |
13.65%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart