Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPCBX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl B) | NA | -10.11% | -1.76% | -1.36% | 1.53% | NA | NA | … | … |
Data as of 05/18/2018, Common starting date is 10/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPCBX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl B) | 10/13/2006 | 05/18/2018 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | -10.11 | -1.76 | -1.36 | 1.53 | NA | NA | … | … | -6.31 | -2.73 | 2.78 | 1.32 | 13.97 | -11.91 | 11.34 | 11.84 | 3.23 | 44.21 | -36.96 | -4.17 | 1.72 |
| Sharpe Ratio | NA | -3.11 | -0.71 | -0.44 | 0.24 | NA | NA | … | … | -3.87 | -1.17 | 1.02 | 0.42 | 4.26 | -2.29 | 4.04 | 2.77 | 0.64 | 7.63 | -3.09 | -1.93 | 2.77 |
| Standard Deviation(%) | NA | 3.53 | 3.10 | 3.71 | 5.42 | NA | NA | … | … | 4.36 | 2.88 | 2.50 | 3.06 | 3.27 | 5.22 | 2.81 | 4.26 | 4.88 | 5.78 | 12.22 | 3.74 | 1.80 |
| Draw Down(%) | NA | 10.98 | 11.55 | 14.51 | 35.27 | NA | NA | … | … | 6.41 | 5.22 | 3.85 | 3.69 | 3.96 | 14.51 | 2.08 | 5.19 | 9.75 | 4.33 | 38.88 | 7.27 | 0.21 |
| Yield(%) | 0.00 | 2.24 | 3.38 | 3.51 | 3.86 | 2.62 | 1.97 | … | … | 0.21 | 3.33 | 3.97 | 4.57 | 5.10 | 3.78 | 4.43 | 5.16 | 5.20 | 7.21 | 4.18 | 3.61 | 0.19 |
Data as of 05/18/2018, Common starting date is 10/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCBX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl B) |
-4.81%
Nov 2006 – Nov 2009 |
-0.94%
Apr 2013 – Apr 2018 |
1.55%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCBX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl B) |
18.52%
Dec 2008 – Dec 2011 |
10.30%
Dec 2008 – Dec 2013 |
2.22%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart