Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INNNX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS I SHARES) | NA | -23.57% | -8.84% | -6.08% | 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 |
|---|---|---|
| INNNX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS I 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 (%) | -0.43 | -23.57 | -8.84 | -6.08 | NA | NA | NA | … | … | -30.96 | 14.06 | -18.09 | 11.81 | 29.96 | -20.42 | 0.82 | 14.85 | 3.10 |
| Sharpe Ratio | NA | -0.56 | -0.35 | -0.26 | NA | NA | NA | … | … | -0.91 | 0.76 | -0.97 | 0.87 | 1.29 | -1.22 | 0.07 | 1.26 | 1.46 |
| Standard Deviation(%) | NA | 43.84 | 28.97 | 25.94 | NA | NA | NA | … | … | 65.78 | 16.66 | 20.04 | 12.90 | 22.96 | 16.75 | 11.54 | 11.73 | 9.15 |
| Draw Down(%) | NA | 50.81 | 57.30 | 57.30 | NA | NA | NA | … | … | 50.81 | 17.16 | 27.74 | 13.62 | 16.41 | 26.29 | 11.10 | 8.57 | 5.63 |
| Yield(%) | 0.95 | 6.42 | 3.11 | 2.60 | 1.76 | 1.17 | 0.88 | … | … | 0.65 | 5.88 | 1.86 | 0.88 | 2.28 | 2.85 | 0.77 | 1.02 | 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 |
|---|---|---|---|---|
| INNNX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS I SHARES) |
-14.15%
Mar 2017 – Mar 2020 |
-8.14%
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 |
|---|---|---|---|---|
| INNNX (OAK RIDGE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS I SHARES) |
13.25%
Jan 2016 – Jan 2019 |
6.01%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart