Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPATX (Oppenheimer Rochester PA Municipal A) | 1.52% | 6.46% | 3.41% | 0.72% | 3.41% | 4.35% | 3.70% | … | … |
Data as of 06/03/2026, Common starting date is 10/17/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPATX (Oppenheimer Rochester PA Municipal A) | 10/17/1989 | 06/03/2026 |
| 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 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 6.46 | 3.41 | 0.72 | 3.41 | 4.35 | 3.70 | … | … | 1.52 | 1.63 | 2.90 | 6.37 | -9.87 | 4.40 | 5.21 | 11.59 | 11.30 | 0.12 | 2.97 | 4.44 | 15.97 | -9.33 | 12.51 | 11.33 | 4.33 | 48.48 | -33.97 | -2.33 | 7.68 | 8.98 | 7.04 | 9.80 | 10.78 | 6.53 | 7.06 | -6.17 | 4.45 | 8.96 | 4.82 | 16.96 | -7.73 | 12.86 | 7.36 | 11.10 | 5.93 | 2.48 |
| Sharpe Ratio | NA | 0.91 | 0.11 | -0.38 | 0.38 | NA | NA | … | … | 0.24 | -0.19 | -0.19 | 0.56 | -2.24 | 2.65 | 0.68 | 4.69 | 2.54 | -0.14 | 0.94 | 1.42 | 4.97 | -1.80 | 3.19 | 2.59 | 0.89 | 7.41 | -2.94 | -1.70 | 1.90 | 2.51 | 1.42 | 2.16 | 2.97 | 1.35 | 0.96 | -3.29 | 0.35 | 1.87 | 0.31 | 3.50 | -1.80 | 3.61 | 1.72 | 2.77 | 0.14 | 2.24 |
| Standard Deviation(%) | NA | 3.75 | 5.18 | 4.79 | 4.60 | NA | NA | … | … | 4.19 | 6.51 | 3.80 | 4.89 | 5.06 | 1.65 | 7.30 | 2.16 | 3.93 | 3.95 | 2.92 | 3.11 | 3.21 | 5.21 | 3.93 | 4.36 | 4.77 | 6.53 | 11.84 | 3.24 | 2.25 | 2.68 | 4.27 | 4.21 | 3.24 | 3.06 | 2.96 | 2.90 | 2.80 | 2.81 | 3.80 | 3.71 | 5.99 | 2.95 | 2.81 | 2.58 | 3.02 | 3.24 |
| Draw Down(%) | NA | 3.33 | 7.46 | 15.10 | 15.10 | NA | NA | … | … | 3.33 | 6.43 | 2.42 | 7.62 | 15.10 | 1.63 | 11.64 | 1.58 | 2.55 | 6.76 | 4.29 | 2.60 | 3.54 | 13.87 | 2.09 | 4.63 | 9.17 | 5.19 | 37.25 | 5.78 | 0.94 | 2.07 | 6.85 | 5.05 | 3.20 | 2.92 | 3.27 | 7.57 | 1.75 | 1.66 | 3.65 | 2.03 | 12.95 | 2.22 | 2.76 | 1.80 | 2.66 | 0.78 |
| Yield(%) | 0.00 | 3.71 | 3.80 | 3.18 | 3.77 | 4.59 | 4.04 | … | … | 1.50 | 3.76 | 3.88 | 3.72 | 2.81 | 3.12 | 3.29 | 3.52 | 3.85 | 4.97 | 5.53 | 6.19 | 6.78 | 5.63 | 5.95 | 6.47 | 5.78 | 8.34 | 5.02 | 4.52 | 4.89 | 5.33 | 5.71 | 5.87 | 6.04 | 6.29 | 6.14 | 4.93 | 4.83 | 5.57 | 5.97 | 6.12 | 5.34 | 5.93 | 6.11 | 6.36 | 6.96 | 1.59 |
Data as of 06/03/2026, Common starting date is 10/17/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPATX (Oppenheimer Rochester PA Municipal A) |
-11.45%
Dec 2005 – Dec 2008 |
-4.13%
Dec 2003 – Dec 2008 |
0.53%
Dec 1998 – Dec 2008 |
2.06%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPATX (Oppenheimer Rochester PA Municipal A) |
19.92%
Dec 2008 – Dec 2011 |
11.96%
Dec 2008 – Dec 2013 |
9.35%
Dec 2008 – Dec 2018 |
7.29%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart