Performance analysis of Oportun Financial (OPRT)
Annual Return
Over the past 3 years, OPRT has had an average annual return of -5.54%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, OPRT has had an average annual return of -24.51%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Sep 26, 2019, OPRT has had an average annual return of -15.95%, underperforming the benchmark SPY, which returned +16.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.34% | +36.29% | -0.74% | -29.05% | -72.79% | +4.54% | -18.62% | +47.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.48% | -4.45% | -10.99% | +32.09% | -10.99% | -6.65% | -4.34% | ||||||
| 2025 | +18.54% | +53.46% | -22.24% | -6.75% | +29.91% | +7.66% | -14.39% | +7.83% | -6.65% | -13.63% | -3.00% | +2.31% | +36.29% |
| 2024 | -5.87% | +5.14% | -37.19% | +30.41% | +6.63% | -14.21% | +5.91% | -3.26% | -5.39% | -1.09% | +43.16% | -2.48% | -0.74% |
| 2023 | +27.20% | -13.84% | -36.09% | +5.45% | +40.80% | +4.18% | +3.01% | +13.83% | +3.14% | -18.97% | -55.56% | +50.37% | -29.05% |
| 2022 | -11.06% | -9.27% | -12.11% | -19.29% | -2.85% | -26.57% | +11.01% | -44.34% | -14.46% | +25.82% | +0.74% | -0.53% | -72.79% |
| 2021 | -17.35% | +1.94% | +26.90% | +4.83% | -12.11% | +4.97% | +5.24% | +19.78% | -0.87% | -7.19% | -7.57% | -5.69% | +4.54% |
| 2020 | -11.60% | -0.05% | -49.84% | -29.09% | +29.01% | +39.28% | +6.40% | -12.25% | -6.06% | +12.81% | +27.15% | +14.54% | -18.62% |
| 2019 | +0.31% | -0.62% | +31.46% | +12.32% | +47.19% |
Drawdown analysis of Oportun Financial (OPRT)
The maximum drawdown for the OPRT was -92.32%, occurring on Apr 17, 2024. This drawdown has not yet recovered.
The current OPRT drawdown is -81.76%.
Since Sep 26, 2019 OPRT has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.32% | Nov 12, 2021 | 608 | Apr 17, 2024 | Ongoing | Ongoing | Ongoing |
| -78.67% | Dec 26, 2019 | 82 | Apr 24, 2020 | 324 | Aug 6, 2021 | 406 |
| -14.23% | Oct 7, 2021 | 15 | Oct 28, 2021 | 7 | Nov 8, 2021 | 22 |
| -11.32% | Sep 27, 2019 | 4 | Oct 3, 2019 | 15 | Oct 24, 2019 | 19 |
| -9.99% | Nov 19, 2019 | 2 | Nov 21, 2019 | 5 | Nov 29, 2019 | 7 |
| -9.17% | Sep 3, 2021 | 11 | Sep 21, 2021 | 12 | Oct 7, 2021 | 23 |
| -8.26% | Nov 29, 2019 | 9 | Dec 12, 2019 | 4 | Dec 18, 2019 | 13 |
| -7.11% | Aug 11, 2021 | 6 | Aug 19, 2021 | 6 | Aug 27, 2021 | 12 |
| -5.12% | Oct 25, 2019 | 4 | Oct 31, 2019 | 5 | Nov 7, 2019 | 9 |
| -4.20% | Dec 19, 2019 | 1 | Dec 20, 2019 | 1 | Dec 23, 2019 | 2 |
| -3.13% | Nov 13, 2019 | 3 | Nov 18, 2019 | 1 | Nov 19, 2019 | 4 |
| -2.45% | Aug 6, 2021 | 1 | Aug 9, 2021 | 2 | Aug 11, 2021 | 3 |
| -2.13% | Aug 27, 2021 | 1 | Aug 30, 2021 | 2 | Sep 1, 2021 | 3 |
| -0.48% | Nov 10, 2021 | 1 | Nov 11, 2021 | 1 | Nov 12, 2021 | 2 |
| -0.37% | Nov 8, 2021 | 1 | Nov 9, 2021 | 1 | Nov 10, 2021 | 2 |