PortfoliosLab logoPortfoliosLab logo
CUSIP
681129505
Inception Date
Sep 27, 2016
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Multi-Asset

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

OPP Performance Chart

RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) is up 1.9% since the beginning of the year. OPP is currently trading at $8 per share. Investors who bought $1,000 worth of OPP shares 5 years ago would now be looking at an investment worth $1,017.


Loading charts...

S&P 500 Index

Returns By Period

RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) has returned 1.87% so far this year and 3.41% over the past 12 months.


RiverNorth/DoubleLine Strategic Opportunity Fund

1D
-0.26%
1M
-1.65%
YTD
1.87%
6M
2.85%
1Y
3.41%
3Y*
11.86%
5Y*
0.33%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OPP Monthly Returns History

Based on dividend-adjusted daily data since Sep 28, 2016, OPP's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, an investment would double in approximately 18.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2023 with a return of +9.5%, while the worst month was Mar 2020 at -19.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, OPP closed higher 50% of trading days. The best single day was Mar 19, 2020 with a return of +9.8%, while the worst single day was Mar 18, 2020 at -15.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.14%1.54%-1.75%3.81%-1.52%-0.26%1.87%
20253.58%3.24%-0.52%-1.42%2.71%1.85%1.60%2.40%-0.88%-3.60%-0.05%0.21%9.21%
20242.04%-1.07%5.86%-3.03%4.12%2.95%3.50%2.15%2.62%-3.17%0.52%-1.08%16.04%
20236.73%-3.91%-0.40%-0.67%-1.41%5.66%2.40%-0.68%-5.57%-4.55%9.47%5.12%11.50%
2022-0.76%-2.70%-6.13%-6.45%-1.89%-0.93%5.69%-6.26%-11.19%-0.46%5.92%-6.12%-28.22%
20212.02%3.10%3.52%2.52%2.55%1.20%3.71%-0.15%-6.93%3.16%1.91%-4.34%12.29%

Benchmark Metrics

RiverNorth/DoubleLine Strategic Opportunity Fund has an annualized alpha of -0.98%, beta of 0.36, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since September 29, 2016.

  • This fund participated in 60.62% of S&P 500 Index downside but only 35.46% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.36 may look defensive, but with R2 of 0.17 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.17 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-0.98%
Beta
0.36
0.17
Upside Capture
35.46%
Downside Capture
60.62%

Return for Risk

Risk / Return Rank

OPP ranks 5 for risk / return — in the bottom 5% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


OPP Risk / Return Rank: 55
Overall Rank
OPP Sharpe Ratio Rank: 55
Sharpe Ratio Rank
OPP Sortino Ratio Rank: 55
Sortino Ratio Rank
OPP Omega Ratio Rank: 55
Omega Ratio Rank
OPP Calmar Ratio Rank: 55
Calmar Ratio Rank
OPP Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) and compare them to S&P 500 Index.


OPPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.41

2.39

-1.97

Sortino ratio

Return per unit of downside risk

0.60

3.25

-2.66

Omega ratio

Gain probability vs. loss probability

1.08

1.43

-0.35

Calmar ratio

Return relative to maximum drawdown

0.45

3.11

-2.66

Martin ratio

Return relative to average drawdown

0.82

14.38

-13.56

Dividends

Dividend History

RiverNorth/DoubleLine Strategic Opportunity Fund provided a 14.66% dividend yield over the last twelve months, with an annual payout of $1.12 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$1.12$1.14$1.19$1.21$1.75$1.88$2.13$2.17$1.78$1.49$0.22

Dividend yield

14.66%14.34%14.29%14.66%20.43%13.40%15.08%13.39%11.08%8.22%1.19%

Monthly Dividends

The table displays the monthly dividend distributions for RiverNorth/DoubleLine Strategic Opportunity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.09$0.09$0.09$0.09$0.09$0.00$0.46
2025$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$1.14
2024$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$1.19
2023$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$1.21
2022$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$1.75
2021$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.16$1.88

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the RiverNorth/DoubleLine Strategic Opportunity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the RiverNorth/DoubleLine Strategic Opportunity Fund was 37.47%, occurring on Oct 26, 2023. The portfolio has not yet recovered.

The current RiverNorth/DoubleLine Strategic Opportunity Fund drawdown is 5.33%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-37.47%Oct 2023
2y 2mo
4y 9moAug 2021 - now
COVID crash2020
-35.00%Mar 2020
27d10mo 22d
11mo 19dFeb 2020 - Feb 2021
Rate-hike selloffLate 2018
-12.91%Dec 2018
1y 2mo3mo 12d
1y 5moOct 2017 - Apr 2019
2016 pullback2016
-8.96%Nov 2016
1mo 18d6mo 10d
7mo 28dOct 2016 - May 2017
2019 pullback2019
-6.96%Dec 2019
2mo 9d1mo 19d
3mo 28dOct 2019 - Feb 2020

Drawdown Indicators


OPPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.47%

-56.78%

+19.31%

Max Drawdown (1Y)

Largest decline over 1 year

-7.58%

-9.10%

+1.52%

Max Drawdown (3Y)

Largest decline over 3 years

-13.27%

-18.90%

+5.63%

Max Drawdown (5Y)

Largest decline over 5 years

-37.47%

-25.43%

-12.04%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.33%

0.00%

-5.33%

Average Drawdown

Average peak-to-trough decline

-11.13%

-10.72%

-0.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

1.97%

+2.20%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with OPP

Add RiverNorth/DoubleLine Strategic Opportunity Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with OPP