Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPCMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl C) | 0.20% | 2.09% | 3.88% | -0.75% | 1.39% | 3.19% | NA | … | … |
Data as of 02/24/2026, Common starting date is 11/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPCMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl C) | 11/10/2006 | 02/24/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 2.09 | 3.88 | -0.75 | 1.39 | 3.19 | NA | … | … | 0.20 | 0.30 | 2.01 | 7.46 | -14.59 | -0.99 | 4.52 | 9.45 | 2.14 | 3.78 | -0.22 | 2.73 | 12.90 | -4.79 | 9.72 | 13.60 | 2.98 | 39.79 | -27.52 | -3.96 | 0.44 |
| Sharpe Ratio | NA | -0.79 | -0.16 | -0.75 | -0.12 | NA | NA | … | … | -2.92 | -0.45 | -1.17 | 0.59 | -2.59 | -0.26 | 0.46 | 3.35 | 0.52 | 1.65 | -0.17 | 1.53 | 6.69 | -1.24 | 4.50 | 3.84 | 0.73 | 7.47 | -3.01 | -1.62 | 0.06 |
| Standard Deviation(%) | NA | 5.78 | 5.06 | 5.19 | 4.89 | NA | NA | … | … | 4.17 | 5.83 | 3.93 | 5.46 | 6.20 | 3.92 | 9.21 | 2.40 | 1.61 | 1.92 | 2.45 | 1.76 | 1.93 | 3.88 | 2.17 | 3.53 | 3.96 | 5.31 | 9.40 | 4.32 | 1.40 |
| Draw Down(%) | NA | 6.26 | 8.21 | 22.90 | 22.90 | NA | NA | … | … | 1.91 | 6.26 | 2.87 | 8.21 | 19.69 | 4.19 | 12.91 | 1.90 | 1.39 | 1.29 | 5.33 | 1.60 | 0.76 | 9.58 | 1.65 | 4.11 | 7.87 | 1.80 | 30.53 | 6.73 | 0.44 |
| Yield(%) | 1.43 | 4.58 | 3.75 | 2.53 | 2.68 | 3.46 | 2.96 | … | … | 1.68 | 3.19 | 3.19 | 3.24 | 1.73 | 1.59 | 2.34 | 3.04 | 2.96 | 2.96 | 2.82 | 3.43 | 4.07 | 3.25 | 3.72 | 4.59 | 4.37 | 6.51 | 4.36 | 3.69 | 0.00 |
Data as of 02/24/2026, Common starting date is 11/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl C) |
-5.67%
Oct 2019 – Oct 2022 |
-1.60%
Jul 2020 – Jul 2025 |
0.75%
Oct 2012 – Oct 2022 |
2.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl C) |
17.82%
Dec 2008 – Dec 2011 |
11.31%
Dec 2008 – Dec 2013 |
7.68%
Dec 2008 – Dec 2018 |
5.33%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart