Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPFI (OppFi Inc.) | -20.65% | -40.29% | 58.32% | -2.18% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPFI (OppFi Inc.) | 01/21/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | -40.29 | 58.32 | -2.18 | NA | NA | NA | … | … | -20.65 | 49.89 | 56.02 | 149.76 | -54.85 | -58.42 |
| Sharpe Ratio | NA | -0.90 | 0.92 | -0.09 | NA | NA | NA | … | … | -1.25 | 0.71 | 0.63 | 2.82 | -0.73 | -0.83 |
| Standard Deviation(%) | NA | 46.08 | 65.70 | 67.80 | NA | NA | NA | … | … | 35.18 | 67.51 | 78.46 | 52.17 | 77.61 | 72.58 |
| Draw Down(%) | NA | 48.53 | 54.20 | 84.20 | NA | NA | NA | … | … | 28.38 | 51.83 | 53.52 | 28.40 | 68.59 | 60.94 |
| Yield(%) | 0.00 | 0.00 | 5.48 | 0.74 | 0.34 | 0.23 | 0.17 | … | … | 0.00 | 3.09 | 2.54 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPFI (OppFi Inc.) |
-26.02%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPFI (OppFi Inc.) |
76.40%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart