Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPAYX (Oppenheimer Roc Penn Muni Class Y) | 1.70% | 6.37% | 3.65% | 0.95% | 3.67% | 4.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPAYX (Oppenheimer Roc Penn Muni Class Y) | 12/07/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 6.37 | 3.65 | 0.95 | 3.67 | 4.59 | NA | … | … | 1.70 | 1.77 | 3.17 | 6.61 | -9.62 | 4.65 | 5.42 | 12.32 | 11.80 | 0.36 | 2.76 | 4.50 | 16.26 | -9.29 | 12.68 | 11.58 | -2.17 |
| Sharpe Ratio | NA | 0.93 | 0.16 | -0.33 | 0.44 | NA | NA | … | … | 0.28 | -0.17 | -0.12 | 0.61 | -2.19 | 2.70 | 0.70 | 4.88 | 2.71 | -0.08 | 0.88 | 1.36 | 4.92 | -1.76 | 3.19 | 2.65 | -3.41 |
| Standard Deviation(%) | NA | 3.85 | 5.22 | 4.82 | 4.61 | NA | NA | … | … | 4.20 | 6.59 | 3.79 | 4.91 | 5.06 | 1.71 | 7.33 | 2.22 | 3.87 | 3.90 | 2.90 | 3.29 | 3.30 | 5.28 | 3.99 | 4.36 | 8.17 |
| Draw Down(%) | NA | 3.42 | 7.31 | 14.93 | 14.93 | NA | NA | … | … | 3.42 | 6.41 | 2.48 | 7.48 | 14.93 | 1.63 | 11.63 | 1.49 | 2.55 | 6.62 | 4.18 | 2.66 | 3.63 | 13.84 | 2.09 | 4.53 | 3.49 |
| Yield(%) | 0.00 | 3.95 | 4.06 | 3.41 | 4.03 | 4.82 | 3.71 | … | … | 1.60 | 4.00 | 4.17 | 3.96 | 3.06 | 3.37 | 3.50 | 4.11 | 4.44 | 5.21 | 5.22 | 6.33 | 6.95 | 5.76 | 6.11 | 6.61 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPAYX (Oppenheimer Roc Penn Muni Class Y) |
-2.16%
Oct 2020 – Oct 2023 |
0.67%
Jul 2020 – Jul 2025 |
3.15%
Oct 2012 – Oct 2022 |
4.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPAYX (Oppenheimer Roc Penn Muni Class Y) |
10.44%
Jan 2018 – Jan 2021 |
7.31%
Aug 2013 – Aug 2018 |
6.94%
Jan 2011 – Jan 2021 |
4.93%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart