Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPCYX (Oppenhmr Rchstr Nrth Crln Mncpl Fd Y) | NA | -9.11% | -1.01% | -0.54% | NA | NA | NA | … | … |
Data as of 05/18/2018, Common starting date is 08/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPCYX (Oppenhmr Rchstr Nrth Crln Mncpl Fd Y) | 08/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | -9.11 | -1.01 | -0.54 | NA | NA | NA | … | … | -5.78 | -1.99 | 3.19 | 2.17 | 15.12 | -11.09 | 12.32 | 3.42 |
| Sharpe Ratio | NA | -2.79 | -0.45 | -0.21 | NA | NA | NA | … | … | -3.51 | -0.90 | 1.14 | 0.68 | 4.52 | -2.09 | 4.20 | 1.95 |
| Standard Deviation(%) | NA | 3.58 | 3.18 | 3.78 | NA | NA | NA | … | … | 4.44 | 2.91 | 2.61 | 3.16 | 3.34 | 5.31 | 2.95 | 4.26 |
| Draw Down(%) | NA | 10.04 | 10.19 | 14.19 | NA | NA | NA | … | … | 5.87 | 4.81 | 3.75 | 3.39 | 3.81 | 14.26 | 2.08 | 2.77 |
| Yield(%) | 0.00 | 3.00 | 4.01 | 4.19 | 3.06 | 2.04 | 1.53 | … | … | 0.45 | 4.09 | 4.37 | 5.39 | 6.07 | 4.71 | 5.37 | 0.00 |
Data as of 05/18/2018, Common starting date is 08/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCYX (Oppenhmr Rchstr Nrth Crln Mncpl Fd Y) |
-0.93%
Feb 2015 – Feb 2018 |
-0.18%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPCYX (Oppenhmr Rchstr Nrth Crln Mncpl Fd Y) |
7.31%
Aug 2013 – Aug 2016 |
4.59%
Oct 2011 – Oct 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart