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OPRA vs. SWPPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between OPRA and SWPPX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

OPRA vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Opera Limited (OPRA) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
43.11%
10.53%
OPRA
SWPPX

Key characteristics

Sharpe Ratio

OPRA:

1.56

SWPPX:

1.87

Sortino Ratio

OPRA:

2.45

SWPPX:

2.52

Omega Ratio

OPRA:

1.28

SWPPX:

1.34

Calmar Ratio

OPRA:

1.40

SWPPX:

2.82

Martin Ratio

OPRA:

6.76

SWPPX:

11.68

Ulcer Index

OPRA:

12.60%

SWPPX:

2.04%

Daily Std Dev

OPRA:

54.30%

SWPPX:

12.76%

Max Drawdown

OPRA:

-72.85%

SWPPX:

-55.06%

Current Drawdown

OPRA:

-20.77%

SWPPX:

-0.41%

Returns By Period

In the year-to-date period, OPRA achieves a 9.63% return, which is significantly higher than SWPPX's 4.20% return.


OPRA

YTD

9.63%

1M

10.91%

6M

43.11%

1Y

95.82%

5Y*

29.97%

10Y*

N/A

SWPPX

YTD

4.20%

1M

1.25%

6M

10.53%

1Y

24.42%

5Y*

14.68%

10Y*

13.00%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

OPRA vs. SWPPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OPRA
The Risk-Adjusted Performance Rank of OPRA is 8585
Overall Rank
The Sharpe Ratio Rank of OPRA is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of OPRA is 8686
Sortino Ratio Rank
The Omega Ratio Rank of OPRA is 8181
Omega Ratio Rank
The Calmar Ratio Rank of OPRA is 8585
Calmar Ratio Rank
The Martin Ratio Rank of OPRA is 8686
Martin Ratio Rank

SWPPX
The Risk-Adjusted Performance Rank of SWPPX is 8787
Overall Rank
The Sharpe Ratio Rank of SWPPX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of SWPPX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of SWPPX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of SWPPX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of SWPPX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OPRA vs. SWPPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Opera Limited (OPRA) and Schwab S&P 500 Index Fund (SWPPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for OPRA, currently valued at 1.56, compared to the broader market-2.000.002.001.561.87
The chart of Sortino ratio for OPRA, currently valued at 2.45, compared to the broader market-4.00-2.000.002.004.006.002.452.52
The chart of Omega ratio for OPRA, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.34
The chart of Calmar ratio for OPRA, currently valued at 1.40, compared to the broader market0.002.004.006.001.402.82
The chart of Martin ratio for OPRA, currently valued at 6.76, compared to the broader market-10.000.0010.0020.0030.006.7611.68
OPRA
SWPPX

The current OPRA Sharpe Ratio is 1.56, which is comparable to the SWPPX Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of OPRA and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.56
1.87
OPRA
SWPPX

Dividends

OPRA vs. SWPPX - Dividend Comparison

OPRA's dividend yield for the trailing twelve months is around 3.93%, more than SWPPX's 1.18% yield.


TTM20242023202220212020201920182017201620152014
OPRA
Opera Limited
3.93%4.22%9.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SWPPX
Schwab S&P 500 Index Fund
1.18%1.23%1.43%1.67%1.17%1.81%1.77%2.20%1.75%1.99%2.15%1.80%

Drawdowns

OPRA vs. SWPPX - Drawdown Comparison

The maximum OPRA drawdown since its inception was -72.85%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for OPRA and SWPPX. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-20.77%
-0.41%
OPRA
SWPPX

Volatility

OPRA vs. SWPPX - Volatility Comparison

Opera Limited (OPRA) has a higher volatility of 17.67% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.01%. This indicates that OPRA's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
17.67%
3.01%
OPRA
SWPPX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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