Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLCBX (Oppenheimer Roc Limited Term Ca Muni Fd) | NA | 1.26% | 1.14% | 1.88% | 2.63% | NA | NA | … | … |
Data as of 06/22/2018, Common starting date is 03/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLCBX (Oppenheimer Roc Limited Term Ca Muni Fd) | 03/03/2004 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.26 | 1.14 | 1.88 | 2.63 | NA | NA | … | … | 3.63 | -1.75 | 1.52 | -0.14 | 6.94 | -3.40 | 6.13 | 6.14 | 2.57 | 19.99 | -13.52 | -0.68 | 4.98 | 4.59 | 5.02 |
| Sharpe Ratio | NA | 0.11 | 0.24 | 0.50 | 0.75 | NA | NA | … | … | 2.55 | -0.81 | 0.48 | -0.07 | 3.01 | -1.15 | 3.31 | 2.50 | 1.01 | 5.02 | -2.35 | -1.35 | 0.71 | 1.28 | 1.40 |
| Standard Deviation(%) | NA | 2.77 | 2.80 | 2.70 | 3.21 | NA | NA | … | … | 2.60 | 2.94 | 2.69 | 2.50 | 2.30 | 2.98 | 1.85 | 2.44 | 2.47 | 3.97 | 6.12 | 2.76 | 2.39 | 1.88 | 3.61 |
| Draw Down(%) | NA | 3.68 | 5.03 | 5.03 | 14.27 | NA | NA | … | … | 0.63 | 3.68 | 3.36 | 3.50 | 2.06 | 6.30 | 0.85 | 2.08 | 3.14 | 2.31 | 15.56 | 3.08 | 0.84 | 0.85 | 3.32 |
| Yield(%) | 0.00 | 2.13 | 2.49 | 2.74 | 3.10 | 2.82 | 2.12 | … | … | 0.76 | 2.55 | 2.72 | 3.05 | 3.25 | 2.61 | 3.43 | 3.92 | 3.47 | 4.07 | 3.31 | 3.17 | 3.49 | 1.15 | 0.81 |
Data as of 06/22/2018, Common starting date is 03/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCBX (Oppenheimer Roc Limited Term Ca Muni Fd) |
-3.39%
Dec 2005 – Dec 2008 |
0.40%
Nov 2012 – Nov 2017 |
2.01%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCBX (Oppenheimer Roc Limited Term Ca Muni Fd) |
9.31%
Dec 2008 – Dec 2011 |
6.01%
Dec 2008 – Dec 2013 |
3.40%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart