Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ODGIX (OAK RIDGE DISCIPLINED GROWTH FUND CLASS I) | NA | -1,557,744.53% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ODGIX (OAK RIDGE DISCIPLINED GROWTH FUND CLASS I) | 08/03/2016 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1,468,850.00 | -1,557,744.53 | nan | nan | NA | NA | NA | … | … | -1,477,659.98 | 18.00 | -35.91 | 26.06 | 34.57 | 32.31 | 0.99 | 25.18 | -2.55 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.63 | -1.06 | 1.60 | 1.01 | 2.28 | -0.02 | 3.06 | -0.63 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 22.07 | 35.36 | 16.29 | 33.79 | 13.56 | 19.17 | 8.07 | 10.04 |
| Draw Down(%) | NA | 1,411,157.69 | 1,103,422.40 | 1,103,422.40 | NA | NA | NA | … | … | 1,450,320.77 | 24.06 | 37.64 | 8.40 | 29.72 | 7.30 | 21.05 | 2.84 | 7.11 |
| Yield(%) | 100.01 | 106.06 | 32.62 | 32.12 | 21.92 | 14.61 | 10.96 | … | … | 102.63 | 0.00 | 9.19 | 34.16 | 6.96 | 6.00 | 0.85 | 0.00 | 0.25 |
Data as of 02/16/2024, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ODGIX (OAK RIDGE DISCIPLINED GROWTH FUND CLASS I) |
-4.73%
Oct 2020 – Oct 2023 |
4.63%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ODGIX (OAK RIDGE DISCIPLINED GROWTH FUND CLASS I) |
30.93%
Dec 2018 – Dec 2021 |
23.19%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart