Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPRT (Oportun Financial Corp) | -1.51% | -28.83% | -2.14% | -24.54% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPRT (Oportun Financial Corp) | 09/27/2019 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.89 | -28.83 | -2.14 | -24.54 | NA | NA | NA | … | … | -1.51 | 38.40 | 4.09 | -29.04 | -72.79 | 4.54 | -18.61 | 46.37 |
| Sharpe Ratio | NA | -0.49 | -0.08 | -0.33 | NA | NA | NA | … | … | -0.07 | 0.53 | -0.03 | -0.29 | -0.94 | 0.10 | -0.21 | 6.60 |
| Standard Deviation(%) | NA | 56.92 | 80.87 | 80.74 | NA | NA | NA | … | … | 64.11 | 68.93 | 77.86 | 114.01 | 79.05 | 44.77 | 88.58 | 51.08 |
| Draw Down(%) | NA | 46.29 | 72.01 | 92.32 | NA | NA | NA | … | … | 31.74 | 52.76 | 51.15 | 72.54 | 80.07 | 29.85 | 77.82 | 11.32 |
| 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 |
Data as of 06/16/2026, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPRT (Oportun Financial Corp) |
-51.76%
Sep 2021 – Sep 2024 |
-30.43%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPRT (Oportun Financial Corp) |
14.38%
Apr 2023 – Apr 2026 |
-7.18%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart