Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OHYIX (OAKTREE HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | NA | 1.28% | 5.39% | NA | NA | NA | NA | … | … |
Data as of 09/18/2018, Common starting date is 12/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHYIX (OAKTREE HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | 12/18/2014 | 09/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.28 | 5.39 | NA | NA | NA | NA | … | … | -15.50 | 5.61 | 13.75 | -2.64 | 0.69 |
| Sharpe Ratio | NA | -0.74 | -0.08 | NA | NA | NA | NA | … | … | -1.04 | 2.30 | 2.76 | -0.70 | 18.57 |
| Standard Deviation(%) | NA | 22.06 | 14.72 | NA | NA | NA | NA | … | … | 21.40 | 2.17 | 4.88 | 3.80 | 1.31 |
| Draw Down(%) | NA | 16.61 | 16.61 | NA | NA | NA | NA | … | … | 16.61 | 1.95 | 4.53 | 7.67 | 0.00 |
| Yield(%) | 0.00 | 3.17 | 5.03 | 3.48 | 1.74 | 1.16 | 0.87 | … | … | 2.06 | 3.53 | 5.88 | 6.42 | 0.00 |
Data as of 09/18/2018, Common starting date is 12/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYIX (OAKTREE HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
3.68%
May 2015 – May 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYIX (OAKTREE HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
5.42%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart