Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCAYX (Oppenheimer Roc Ca Muni Class Y) | 1.98% | 7.55% | 3.75% | 0.66% | 3.36% | 5.20% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCAYX (Oppenheimer Roc Ca Muni Class Y) | 12/07/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 7.55 | 3.75 | 0.66 | 3.36 | 5.20 | NA | … | … | 1.98 | 1.76 | 2.74 | 7.73 | -11.23 | 3.72 | 6.43 | 10.60 | 7.34 | 4.74 | 3.27 | 4.55 | 15.70 | -5.28 | 18.65 | 13.64 | -2.35 |
| Sharpe Ratio | NA | 1.24 | 0.19 | -0.34 | 0.34 | NA | NA | … | … | 0.50 | -0.17 | -0.21 | 0.73 | -1.96 | 1.88 | 0.68 | 3.74 | 2.07 | 1.22 | 1.02 | 1.56 | 5.39 | -0.93 | 5.77 | 3.12 | -3.47 |
| Standard Deviation(%) | NA | 3.80 | 5.50 | 5.38 | 5.11 | NA | NA | … | … | 4.17 | 6.69 | 4.13 | 5.66 | 6.47 | 1.96 | 9.05 | 2.44 | 2.89 | 3.36 | 2.98 | 2.89 | 2.91 | 5.73 | 3.25 | 4.36 | 8.58 |
| Draw Down(%) | NA | 3.37 | 8.10 | 17.88 | 17.88 | NA | NA | … | … | 3.37 | 7.09 | 2.79 | 8.53 | 17.88 | 2.26 | 13.04 | 1.66 | 2.16 | 3.78 | 4.61 | 3.06 | 2.77 | 11.71 | 2.11 | 5.07 | 3.52 |
| Yield(%) | 0.00 | 3.76 | 3.94 | 3.33 | 3.94 | 5.27 | 4.06 | … | … | 1.45 | 3.88 | 4.01 | 4.06 | 3.21 | 3.33 | 3.47 | 4.25 | 4.41 | 4.86 | 5.08 | 6.15 | 6.98 | 6.09 | 6.67 | 7.34 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCAYX (Oppenheimer Roc Ca Muni Class Y) |
-3.10%
Oct 2020 – Oct 2023 |
-0.08%
Jul 2020 – Jul 2025 |
3.10%
Oct 2012 – Oct 2022 |
5.23%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCAYX (Oppenheimer Roc Ca Muni Class Y) |
11.30%
Mar 2011 – Mar 2014 |
9.78%
Jan 2011 – Jan 2016 |
8.17%
Jan 2011 – Jan 2021 |
5.60%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart