Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OITCX (Oppenheimer Rochester Ltd Term Muni C) | NA | -5.98% | 1.52% | 0.79% | 1.93% | 2.04% | 3.22% | … | … |
Data as of 05/15/2020, Common starting date is 12/09/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OITCX (Oppenheimer Rochester Ltd Term Muni C) | 12/09/1993 | 05/15/2020 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.24 | -5.98 | 1.52 | 0.79 | 1.93 | 2.04 | 3.22 | … | … | -8.69 | 7.82 | 12.10 | -6.81 | 2.22 | -1.61 | 6.68 | -4.89 | 6.68 | 7.67 | 2.62 | 20.52 | -15.06 | -0.45 | 4.52 | 6.14 | 6.56 | 7.21 | 7.07 | 2.91 | 6.38 | -4.17 | 5.36 | 8.14 | 4.64 | 12.83 | -5.63 | -0.09 |
| Sharpe Ratio | NA | -1.01 | 0.08 | 0.01 | 0.46 | NA | NA | … | … | -2.01 | 3.24 | 2.78 | -2.29 | 0.91 | -0.61 | 3.82 | -1.68 | 3.91 | 3.59 | 1.19 | 6.71 | -2.83 | -1.76 | 0.80 | 2.39 | 2.05 | 2.22 | 2.41 | 0.24 | 1.19 | -3.29 | 0.83 | 1.91 | 0.38 | 3.31 | -2.11 | -1.75 |
| Standard Deviation(%) | NA | 6.91 | 4.91 | 4.18 | 3.34 | NA | NA | … | … | 11.01 | 1.98 | 3.87 | 3.27 | 2.20 | 2.71 | 1.74 | 2.92 | 1.71 | 2.13 | 2.13 | 3.04 | 5.63 | 1.98 | 1.53 | 1.66 | 2.73 | 2.93 | 2.48 | 2.48 | 1.97 | 2.25 | 2.44 | 2.41 | 2.97 | 2.72 | 4.06 | 2.08 |
| Draw Down(%) | NA | 11.24 | 11.24 | 11.24 | 11.24 | NA | NA | … | … | 11.24 | 0.87 | 1.20 | 8.16 | 1.94 | 5.79 | 2.00 | 7.78 | 1.57 | 2.47 | 3.14 | 1.60 | 17.75 | 2.91 | 0.64 | 1.08 | 4.46 | 2.60 | 2.23 | 3.42 | 2.46 | 5.76 | 1.90 | 1.38 | 3.04 | 1.28 | 8.61 | 0.55 |
| Yield(%) | 0.00 | 2.53 | 2.70 | 1.05 | 2.38 | 2.67 | 3.38 | … | … | 0.90 | 2.52 | 2.77 | 2.99 | 3.10 | 2.82 | 3.64 | 3.10 | 3.59 | 4.37 | 4.02 | 4.87 | 3.83 | 3.47 | 3.36 | 3.72 | 4.25 | 4.41 | 4.35 | 4.21 | 4.39 | 4.50 | 3.94 | 4.45 | 4.82 | 4.63 | 4.09 | 0.10 |
Data as of 05/15/2020, Common starting date is 12/09/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OITCX (Oppenheimer Rochester Ltd Term Muni C) |
-4.04%
Dec 2005 – Dec 2008 |
-1.28%
Nov 2012 – Nov 2017 |
1.34%
Nov 2007 – Nov 2017 |
2.28%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OITCX (Oppenheimer Rochester Ltd Term Muni C) |
10.02%
Dec 2008 – Dec 2011 |
6.85%
May 2000 – May 2005 |
5.68%
Nov 1994 – Nov 2004 |
4.61%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart