Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLCCX (Oppenheimer Roc Limited Term Ca Muni Fd) | 0.71% | 4.04% | 2.49% | 0.52% | 1.74% | 2.19% | 2.24% | … | … |
Data as of 06/04/2026, Common starting date is 03/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLCCX (Oppenheimer Roc Limited Term Ca Muni Fd) | 03/03/2004 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.04 | 2.49 | 0.52 | 1.74 | 2.19 | 2.24 | … | … | 0.71 | 0.78 | 1.57 | 4.03 | -6.47 | -0.09 | 2.91 | 6.63 | 6.52 | -1.81 | 1.28 | -0.09 | 6.91 | -2.92 | 6.16 | 6.22 | 2.48 | 20.44 | -13.41 | -0.62 | 5.18 | 4.39 | 2.96 |
| Sharpe Ratio | NA | 0.71 | -0.16 | -0.67 | 0.04 | NA | NA | … | … | -0.29 | -0.68 | -1.99 | -0.07 | -2.36 | -0.06 | 0.44 | 2.34 | 1.87 | -0.89 | 0.44 | -0.05 | 3.20 | -0.97 | 2.99 | 2.83 | 0.94 | 5.06 | -2.42 | -1.32 | 0.89 | 1.17 | 0.74 |
| Standard Deviation(%) | NA | 2.28 | 2.91 | 2.88 | 3.25 | NA | NA | … | … | 2.63 | 3.08 | 2.53 | 3.13 | 3.34 | 1.95 | 6.02 | 2.23 | 2.78 | 2.74 | 2.43 | 2.48 | 2.16 | 3.03 | 2.06 | 2.19 | 2.54 | 4.02 | 5.90 | 2.77 | 2.12 | 1.90 | 3.45 |
| Draw Down(%) | NA | 1.91 | 3.08 | 10.35 | 10.35 | NA | NA | … | … | 1.91 | 2.71 | 1.28 | 3.01 | 9.53 | 2.06 | 9.41 | 1.20 | 1.43 | 3.81 | 3.18 | 3.59 | 1.83 | 6.10 | 0.87 | 1.83 | 3.22 | 2.66 | 15.28 | 3.10 | 1.13 | 1.10 | 5.05 |
| Yield(%) | 0.00 | 2.17 | 2.25 | 1.78 | 1.96 | 2.42 | 2.59 | … | … | 0.84 | 2.29 | 2.31 | 2.07 | 1.17 | 1.46 | 1.78 | 1.86 | 1.85 | 2.67 | 2.85 | 3.21 | 3.42 | 2.98 | 3.68 | 4.24 | 3.70 | 4.44 | 3.54 | 3.32 | 3.65 | 1.17 | 0.84 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| OLCCX (Oppenheimer Roc Limited Term Ca Muni Fd) |
-3.27%
Dec 2005 – Dec 2008 |
0.25%
Feb 2020 – Feb 2025 |
1.06%
Oct 2012 – Oct 2022 |
1.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCCX (Oppenheimer Roc Limited Term Ca Muni Fd) |
9.45%
Dec 2008 – Dec 2011 |
6.20%
Dec 2008 – Dec 2013 |
4.34%
Dec 2008 – Dec 2018 |
3.41%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart