Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPITX (Oppenheimer Rochester Ltd Term Muni A) | NA | -5.45% | 2.27% | 1.55% | 2.73% | 2.82% | 4.01% | … | … |
Data as of 05/15/2020, Common starting date is 11/26/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPITX (Oppenheimer Rochester Ltd Term Muni A) | 11/26/1986 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.45 | -5.45 | 2.27 | 1.55 | 2.73 | 2.82 | 4.01 | … | … | -8.62 | 8.82 | 12.86 | -6.11 | 3.02 | -0.82 | 7.61 | -4.07 | 7.47 | 8.53 | 3.32 | 21.42 | -14.43 | 0.27 | 5.23 | 6.96 | 7.29 | 8.06 | 8.02 | 3.71 | 7.15 | -3.42 | 6.14 | 9.02 | 5.50 | 13.44 | -4.35 | 9.15 | 5.91 | 11.86 | 6.12 | 11.40 | 12.62 | -0.53 | 0.30 |
| Sharpe Ratio | NA | -0.94 | 0.23 | 0.19 | 0.69 | NA | NA | … | … | -2.02 | 3.94 | 3.01 | -2.11 | 1.25 | -0.29 | 4.08 | -1.36 | 3.99 | 3.81 | 1.45 | 7.02 | -2.71 | -1.31 | 1.20 | 2.65 | 2.22 | 2.41 | 2.62 | 0.54 | 1.45 | -2.75 | 1.09 | 2.13 | 0.66 | 3.45 | -1.77 | 2.96 | 0.85 | 3.01 | 0.26 | 1.34 | 1.88 | -0.59 | -0.18 |
| Standard Deviation(%) | NA | 6.82 | 4.85 | 4.16 | 3.36 | NA | NA | … | … | 10.86 | 1.88 | 3.83 | 3.21 | 2.25 | 2.94 | 1.86 | 3.03 | 1.87 | 2.23 | 2.23 | 3.04 | 5.65 | 2.11 | 1.62 | 1.81 | 2.85 | 3.06 | 2.64 | 2.59 | 2.14 | 2.41 | 2.59 | 2.57 | 3.04 | 2.79 | 4.14 | 2.38 | 4.12 | 2.68 | 3.32 | 4.26 | 4.21 | 7.71 | 2.70 |
| Draw Down(%) | NA | 11.07 | 11.07 | 11.07 | 11.07 | NA | NA | … | … | 11.07 | 0.64 | 0.95 | 7.61 | 1.89 | 5.43 | 1.94 | 7.58 | 1.63 | 2.46 | 3.07 | 1.54 | 17.24 | 2.78 | 0.57 | 0.95 | 4.40 | 2.49 | 2.22 | 3.35 | 2.33 | 5.27 | 1.81 | 1.44 | 2.92 | 1.21 | 7.65 | 1.66 | 3.11 | 1.41 | 3.45 | 3.23 | 2.05 | 13.25 | 0.92 |
| Yield(%) | 0.00 | 3.28 | 3.44 | 1.32 | 2.90 | 3.21 | 4.04 | … | … | 1.13 | 3.29 | 3.53 | 3.67 | 3.88 | 3.39 | 4.48 | 3.89 | 4.36 | 5.11 | 4.71 | 5.65 | 4.54 | 4.17 | 4.04 | 4.45 | 4.94 | 5.14 | 5.26 | 4.99 | 5.12 | 5.24 | 4.69 | 5.21 | 5.63 | 5.51 | 4.96 | 4.75 | 5.89 | 5.96 | 6.35 | 7.10 | 8.00 | 7.40 | 0.94 |
Data as of 05/15/2020, Common starting date is 11/26/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPITX (Oppenheimer Rochester Ltd Term Muni A) |
-3.35%
Dec 2005 – Dec 2008 |
-0.47%
Nov 2012 – Nov 2017 |
2.13%
Nov 2007 – Nov 2017 |
3.06%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPITX (Oppenheimer Rochester Ltd Term Muni A) |
10.83%
Dec 2008 – Dec 2011 |
10.92%
Sep 1987 – Sep 1992 |
8.16%
Sep 1987 – Sep 1997 |
7.01%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart