Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPTAX (Oppenheimer Rochester AMT-Free Munis A) | -3.36% | -1.58% | 2.09% | 1.20% | 3.71% | 5.02% | 3.10% | 5.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTAX (Oppenheimer Rochester AMT-Free Munis A) | 01/30/1980 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 01/30/1980.
AR inception is since 01/30/1980.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | -1.58 | 2.09 | 1.20 | 3.71 | 5.02 | 3.10 | 5.73 | -3.36 | 1.82 | 7.33 | -11.64 | 4.16 | 7.52 | 12.06 | 7.42 | 5.96 | 2.51 | 5.70 | 16.28 | -6.70 | 18.96 | 16.42 | 0.43 | 42.76 | -41.64 | -9.08 | 7.43 | 7.85 | 8.68 | 7.68 | 7.13 | 2.36 | 7.99 | -5.08 | 6.05 | 9.37 | 5.66 | 18.38 | -9.25 | 11.23 | 8.21 | 12.14 | 5.88 | 9.46 | 9.51 | 0.00 | 19.75 | 21.38 | 10.61 | 16.93 | 43.76 | -9.23 | -12.03 |
| Sharpe Ratio | NA | -1.22 | -0.40 | -0.30 | 0.42 | NA | NA | 0.57 | -1.32 | -1.12 | 0.59 | -2.32 | 2.02 | 0.84 | 4.60 | 1.97 | 1.63 | 0.74 | 1.86 | 5.30 | -1.14 | 5.55 | 3.59 | 0.06 | 5.79 | -3.15 | -2.45 | 1.60 | 1.96 | 2.08 | 1.95 | 1.69 | 0.01 | 1.39 | -2.93 | 0.91 | 1.81 | 0.52 | 3.54 | -1.83 | 2.71 | 1.99 | 3.27 | 0.19 | 1.17 | 1.59 | -0.63 | 3.82 | 4.69 | 1.06 | 2.42 | 5.62 | -3.00 | -2.29 |
| Standard Deviation(%) | NA | 6.48 | 5.80 | 4.79 | 4.77 | NA | NA | 4.98 | 8.84 | 4.25 | 5.29 | 5.64 | 2.05 | 8.59 | 2.32 | 3.12 | 3.29 | 3.10 | 3.04 | 3.07 | 5.89 | 3.43 | 4.56 | 5.45 | 7.37 | 13.49 | 4.95 | 2.60 | 2.90 | 3.73 | 3.59 | 3.56 | 3.23 | 2.80 | 2.84 | 3.02 | 3.21 | 4.14 | 4.10 | 6.65 | 3.37 | 2.90 | 2.56 | 3.14 | 3.21 | 3.04 | 6.36 | 4.06 | 3.45 | 3.64 | 4.47 | 6.43 | 6.40 | 9.18 |
| Draw Down(%) | NA | 7.71 | 9.53 | 16.82 | 16.82 | NA | NA | 48.56 | 6.67 | 2.86 | 7.72 | 16.72 | 2.50 | 13.43 | 1.57 | 2.75 | 3.81 | 5.21 | 3.01 | 3.08 | 12.36 | 2.81 | 5.54 | 10.41 | 6.76 | 44.26 | 11.28 | 1.39 | 2.00 | 5.27 | 4.44 | 4.26 | 4.43 | 3.30 | 6.74 | 1.89 | 1.86 | 4.38 | 2.67 | 14.55 | 2.71 | 4.19 | 1.27 | 2.77 | 1.80 | 2.42 | 11.65 | 4.13 | 2.96 | 4.78 | 4.50 | 5.32 | 14.54 | 18.40 |
| Yield(%) | 0.00 | 2.55 | 3.29 | 3.33 | 4.16 | 5.10 | 3.71 | 6.06 | 0.00 | 3.77 | 3.73 | 3.06 | 3.46 | 3.89 | 3.81 | 3.95 | 4.78 | 5.58 | 6.48 | 6.92 | 5.31 | 6.26 | 6.86 | 7.00 | 10.27 | 5.65 | 4.70 | 5.14 | 5.67 | 5.61 | 5.53 | 4.51 | 5.30 | 5.59 | 5.51 | 5.03 | 5.39 | 5.81 | 6.21 | 5.42 | 5.99 | 6.20 | 6.97 | 6.90 | 7.21 | 7.54 | 6.91 | 7.64 | 8.67 | 8.75 | 8.89 | 11.44 | 8.69 | 7.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTAX (Oppenheimer Rochester AMT-Free Munis A) |
-17.09%
Dec 2005 - Dec 2008 |
-7.75%
Dec 2003 - Dec 2008 |
-2.10%
Dec 1998 - Dec 2008 |
0.42%
Dec 1993 - Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTAX (Oppenheimer Rochester AMT-Free Munis A) |
24.26%
Jan 1982 - Jan 1985 |
22.26%
Jan 1982 - Jan 1987 |
14.42%
Dec 1981 - Dec 1991 |
11.70%
Dec 1981 - Dec 1996 |
Annualized Rolling Returns Comparison Chart