Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPCCX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl C) | NA | -10.33% | -1.94% | -1.43% | 1.46% | NA | NA | … | … |
Data as of 05/18/2018, Common starting date is 10/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPCCX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl C) | 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 (%) | -1.45 | -10.33 | -1.94 | -1.43 | 1.46 | NA | NA | … | … | -5.91 | -3.69 | 2.78 | 1.32 | 14.03 | -11.78 | 11.34 | 11.84 | 2.83 | 44.22 | -36.96 | -4.18 | 1.73 |
| Sharpe Ratio | NA | -3.18 | -0.76 | -0.46 | 0.23 | NA | NA | … | … | -3.57 | -1.53 | 1.02 | 0.42 | 4.27 | -2.28 | 4.02 | 2.75 | 0.57 | 7.56 | -3.10 | -1.92 | 2.72 |
| Standard Deviation(%) | NA | 3.53 | 3.11 | 3.71 | 5.42 | NA | NA | … | … | 4.46 | 2.83 | 2.53 | 3.05 | 3.28 | 5.19 | 2.83 | 4.30 | 4.81 | 5.84 | 12.17 | 3.77 | 1.86 |
| Draw Down(%) | NA | 10.68 | 12.14 | 14.42 | 35.27 | NA | NA | … | … | 6.10 | 6.07 | 3.85 | 3.69 | 3.96 | 14.42 | 2.08 | 5.19 | 9.67 | 4.33 | 38.88 | 7.21 | 0.21 |
| Yield(%) | 0.00 | 2.26 | 3.39 | 3.55 | 3.85 | 2.61 | 1.96 | … | … | 0.22 | 3.34 | 3.98 | 4.57 | 5.15 | 3.90 | 4.43 | 5.16 | 4.80 | 7.23 | 4.18 | 3.60 | 0.20 |
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 |
|---|---|---|---|---|
| OPCCX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl C) |
-4.81%
Nov 2006 – Nov 2009 |
-1.07%
Apr 2013 – Apr 2018 |
1.44%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCCX (Oppnhmr Rchstr Nrth Crln Mncpl Fd Cl C) |
18.37%
Dec 2008 – Dec 2011 |
10.25%
Dec 2008 – Dec 2013 |
2.10%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart