Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONJAX (Oppenheimer Rochester NJ Municipal A) | 1.71% | 7.02% | 3.43% | 1.02% | 2.99% | 3.87% | 3.20% | … | … |
Data as of 06/05/2026, Common starting date is 04/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONJAX (Oppenheimer Rochester NJ Municipal A) | 04/07/1994 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 7.02 | 3.43 | 1.02 | 2.99 | 3.87 | 3.20 | … | … | 1.71 | 2.49 | 2.75 | 6.98 | -9.88 | 5.34 | 4.12 | 10.64 | 14.12 | -6.46 | 3.32 | 0.56 | 16.82 | -9.69 | 11.29 | 12.32 | 3.29 | 49.97 | -34.21 | -4.66 | 7.72 | 10.11 | 8.53 | 7.24 | 9.36 | 4.00 | 9.40 | -8.02 | 6.38 | 9.52 | 5.91 | 14.34 | 1.46 |
| Sharpe Ratio | NA | 1.32 | 0.14 | -0.35 | 0.31 | NA | NA | … | … | 0.41 | -0.07 | -0.28 | 0.76 | -2.36 | 2.73 | 0.47 | 4.60 | 3.46 | -1.92 | 1.26 | 0.16 | 4.49 | -1.72 | 3.92 | 2.70 | 0.62 | 6.70 | -2.69 | -1.77 | 1.77 | 2.71 | 1.75 | 1.19 | 2.00 | 0.49 | 1.78 | -3.39 | 0.95 | 1.87 | 0.62 | 3.04 | -0.22 |
| Standard Deviation(%) | NA | 3.15 | 4.46 | 4.25 | 4.44 | NA | NA | … | … | 3.50 | 5.56 | 3.14 | 4.42 | 4.82 | 1.95 | 8.22 | 1.99 | 3.70 | 3.72 | 2.47 | 3.24 | 3.75 | 5.67 | 2.89 | 4.55 | 5.11 | 7.45 | 13.05 | 4.44 | 2.45 | 2.90 | 4.32 | 5.48 | 4.11 | 3.21 | 2.92 | 3.36 | 3.06 | 3.11 | 3.62 | 3.40 | 6.22 |
| Draw Down(%) | NA | 2.78 | 6.36 | 14.21 | 14.21 | NA | NA | … | … | 2.78 | 5.77 | 2.31 | 6.27 | 14.21 | 2.28 | 13.44 | 1.20 | 1.49 | 8.95 | 3.94 | 4.81 | 4.48 | 13.93 | 2.41 | 5.58 | 9.48 | 6.47 | 38.26 | 7.61 | 1.18 | 2.89 | 7.36 | 6.56 | 4.77 | 4.31 | 3.18 | 9.65 | 2.01 | 1.82 | 2.73 | 2.15 | 8.02 |
| Yield(%) | 0.00 | 3.10 | 3.23 | 3.19 | 3.49 | 4.25 | 3.73 | … | … | 1.25 | 3.08 | 3.21 | 3.82 | 3.72 | 3.65 | 4.15 | 3.07 | 3.09 | 3.86 | 4.71 | 5.38 | 6.29 | 5.31 | 5.74 | 6.56 | 5.74 | 8.09 | 4.94 | 4.42 | 4.58 | 5.70 | 5.94 | 5.77 | 4.91 | 4.91 | 5.30 | 4.75 | 4.93 | 5.86 | 6.04 | 5.88 | 4.29 |
Data as of 06/05/2026, Common starting date is 04/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONJAX (Oppenheimer Rochester NJ Municipal A) |
-12.25%
Dec 2005 – Dec 2008 |
-4.19%
Dec 2003 – Dec 2008 |
-0.09%
Dec 1998 – Dec 2008 |
2.86%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONJAX (Oppenheimer Rochester NJ Municipal A) |
20.27%
Dec 2008 – Dec 2011 |
11.82%
Dec 2008 – Dec 2013 |
8.52%
Dec 2008 – Dec 2018 |
6.71%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart