Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORBZX (Oppnhmr Rochester Arizona Mncpl Fd Cl B) | NA | -9.15% | -2.30% | -1.43% | 1.78% | NA | NA | … | … |
Data as of 04/27/2018, Common starting date is 10/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORBZX (Oppnhmr Rochester Arizona Mncpl Fd Cl B) | 10/13/2006 | 04/27/2018 |
| 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 (%) | -0.54 | -9.15 | -2.30 | -1.43 | 1.78 | NA | NA | … | … | -4.29 | -4.79 | 4.37 | -1.66 | 14.10 | -11.57 | 11.41 | 14.47 | 3.82 | 41.63 | -36.29 | -3.86 | 3.78 |
| Sharpe Ratio | NA | -3.19 | -0.91 | -0.44 | 0.29 | NA | NA | … | … | -3.87 | -1.86 | 1.77 | -0.55 | 4.28 | -2.01 | 4.26 | 3.24 | 0.83 | 6.79 | -3.04 | -1.55 | 4.04 |
| Standard Deviation(%) | NA | 3.13 | 2.96 | 3.79 | 5.47 | NA | NA | … | … | 3.58 | 2.93 | 2.34 | 3.09 | 3.29 | 5.78 | 2.69 | 4.45 | 4.49 | 6.12 | 12.19 | 4.46 | 3.92 |
| Draw Down(%) | NA | 9.24 | 10.54 | 15.01 | 35.08 | NA | NA | … | … | 4.29 | 6.79 | 2.08 | 6.36 | 3.39 | 15.01 | 2.20 | 5.47 | 8.81 | 3.68 | 38.44 | 7.60 | 0.42 |
| Yield(%) | 0.00 | 3.02 | 3.44 | 3.81 | 4.17 | 2.85 | 2.14 | … | … | 0.00 | 4.20 | 3.73 | 4.64 | 5.60 | 4.47 | 4.73 | 5.47 | 5.58 | 7.64 | 4.42 | 3.88 | 0.16 |
Data as of 04/27/2018, 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 |
|---|---|---|---|---|
| ORBZX (Oppnhmr Rochester Arizona Mncpl Fd Cl B) |
-4.63%
Dec 2006 – Dec 2009 |
-1.31%
Feb 2013 – Feb 2018 |
1.48%
Jul 2007 – Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORBZX (Oppnhmr Rochester Arizona Mncpl Fd Cl B) |
19.07%
Jan 2009 – Jan 2012 |
10.69%
Mar 2009 – Mar 2014 |
2.15%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart