Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPNCX (Oppnhmr Rochester Nrth Crln Mncpl Fd ClA) | NA | -9.60% | -1.21% | -0.66% | 2.22% | NA | NA | … | … |
Data as of 05/18/2018, Common starting date is 10/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPNCX (Oppnhmr Rochester Nrth Crln Mncpl Fd ClA) | 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 | -9.60 | -1.21 | -0.66 | 2.22 | NA | NA | … | … | -5.70 | -2.96 | 3.54 | 2.11 | 14.97 | -11.04 | 12.18 | 12.65 | 3.44 | 45.43 | -36.52 | -3.45 | 1.87 |
| Sharpe Ratio | NA | -2.98 | -0.52 | -0.25 | 0.37 | NA | NA | … | … | -3.52 | -1.25 | 1.28 | 0.66 | 4.44 | -2.10 | 4.23 | 2.89 | 0.68 | 7.73 | -3.06 | -1.70 | 2.91 |
| Standard Deviation(%) | NA | 3.53 | 3.15 | 3.77 | 5.46 | NA | NA | … | … | 4.38 | 2.89 | 2.60 | 3.14 | 3.37 | 5.26 | 2.89 | 4.37 | 4.90 | 5.86 | 12.21 | 3.83 | 1.99 |
| Draw Down(%) | NA | 10.10 | 11.10 | 14.15 | 34.99 | NA | NA | … | … | 5.89 | 5.58 | 3.75 | 3.42 | 3.91 | 14.15 | 2.08 | 5.19 | 9.55 | 4.35 | 38.49 | 7.11 | 0.27 |
| Yield(%) | 0.00 | 2.98 | 4.11 | 4.23 | 4.50 | 3.07 | 2.30 | … | … | 0.43 | 4.09 | 4.72 | 5.34 | 6.03 | 4.67 | 5.24 | 5.90 | 5.50 | 8.14 | 4.83 | 4.33 | 0.28 |
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 |
|---|---|---|---|---|
| OPNCX (Oppnhmr Rochester Nrth Crln Mncpl Fd ClA) |
-4.11%
Nov 2006 – Nov 2009 |
-0.31%
Apr 2013 – Apr 2018 |
2.21%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPNCX (Oppnhmr Rochester Nrth Crln Mncpl Fd ClA) |
19.22%
Dec 2008 – Dec 2011 |
11.08%
Dec 2008 – Dec 2013 |
2.88%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart