Oportun Financial Corporation (OPRT)
Company Info
Highlights
$296.44M
-$1.95
$1.00B
$1.00B
-$184.43M
$2.05 - $9.25
$8.50
0.43%
0.59
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Oportun Financial Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Oportun Financial Corporation had a return of 112.37% year-to-date (YTD) and 120.32% in the last 12 months.
OPRT
112.37%
109.67%
162.42%
120.32%
-16.48%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of OPRT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 18.56% | 112.37% | |||||||||||
| 2024 | -5.88% | 5.16% | -37.21% | 30.45% | 6.62% | -14.20% | 5.86% | -3.26% | -5.39% | -1.07% | 43.17% | -2.51% | -0.77% |
| 2023 | 27.22% | -13.84% | -36.09% | 5.44% | 40.79% | 4.19% | 3.02% | 13.82% | 3.14% | -18.98% | -55.56% | 50.38% | -29.04% |
| 2022 | -11.06% | -9.27% | -12.12% | -19.29% | -2.85% | -26.55% | 11.00% | -44.34% | -14.48% | 25.86% | 0.73% | -0.54% | -72.79% |
| 2021 | -17.35% | 1.94% | 26.90% | 4.83% | -12.11% | 4.98% | 5.24% | 19.78% | -0.87% | -7.19% | -7.58% | -5.68% | 4.54% |
| 2020 | -11.60% | -0.05% | -49.83% | -29.10% | 29.01% | 39.27% | 6.40% | -12.24% | -6.06% | 12.81% | 27.14% | 14.55% | -18.61% |
| 2019 | 0.31% | -0.62% | 31.45% | 12.32% | 47.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, OPRT is among the top 18% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Oportun Financial Corporation (OPRT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Oportun Financial Corporation. 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 Oportun Financial Corporation was 92.32%, occurring on Apr 17, 2024. The portfolio has not yet recovered.
The current Oportun Financial Corporation drawdown is 70.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.32% | Nov 15, 2021 | 608 | Apr 17, 2024 | — | — | — |
| -78.67% | Dec 27, 2019 | 82 | Apr 24, 2020 | 324 | Aug 6, 2021 | 406 |
| -14.22% | Oct 8, 2021 | 15 | Oct 28, 2021 | 7 | Nov 8, 2021 | 22 |
| -11.32% | Sep 30, 2019 | 4 | Oct 3, 2019 | 15 | Oct 24, 2019 | 19 |
| -10% | Nov 20, 2019 | 2 | Nov 21, 2019 | 5 | Nov 29, 2019 | 7 |
Volatility
Volatility Chart
The current Oportun Financial Corporation volatility is 28.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Oportun Financial Corporation.
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Income Statement
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