Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INNAX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A SHARES) | NA | -23.81% | -9.09% | -6.32% | NA | NA | NA | … | … |
Data as of 05/29/2020, Common starting date is 10/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INNAX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A SHARES) | 10/01/2012 | 05/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | -23.81 | -9.09 | -6.32 | NA | NA | NA | … | … | -31.00 | 13.68 | -18.28 | 11.50 | 29.52 | -20.55 | 0.56 | 14.62 | 3.00 |
| Sharpe Ratio | NA | -0.56 | -0.36 | -0.27 | NA | NA | NA | … | … | -0.92 | 0.73 | -0.98 | 0.84 | 1.27 | -1.23 | 0.05 | 1.24 | 1.42 |
| Standard Deviation(%) | NA | 43.78 | 28.93 | 25.90 | NA | NA | NA | … | … | 65.51 | 16.75 | 20.07 | 12.94 | 22.92 | 16.72 | 11.53 | 11.79 | 9.13 |
| Draw Down(%) | NA | 50.77 | 57.49 | 57.49 | NA | NA | NA | … | … | 50.77 | 17.26 | 27.82 | 13.74 | 16.52 | 26.45 | 11.12 | 8.67 | 5.73 |
| Yield(%) | 0.48 | 6.06 | 2.86 | 2.42 | 1.59 | 1.06 | 0.79 | … | … | 0.33 | 5.86 | 1.74 | 0.64 | 2.28 | 2.63 | 0.49 | 0.79 | 0.00 |
Data as of 05/29/2020, Common starting date is 10/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INNAX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A SHARES) |
-14.37%
Mar 2017 – Mar 2020 |
-8.35%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INNAX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A SHARES) |
12.95%
Jan 2016 – Jan 2019 |
5.75%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart