Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORDAX (OAK RIDGE DIVIDEND GROWTH FUND CLASS A) | NA | 8.25% | 10.41% | 8.62% | NA | NA | NA | … | … |
Data as of 05/29/2020, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORDAX (OAK RIDGE DIVIDEND GROWTH FUND CLASS A) | 07/03/2013 | 05/29/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.53 | 8.25 | 10.41 | 8.62 | NA | NA | NA | … | … | -7.46 | 29.28 | -3.27 | 20.16 | 10.47 | -1.23 | 10.65 | 13.81 |
| Sharpe Ratio | NA | 0.22 | 0.42 | 0.41 | NA | NA | NA | … | … | -0.35 | 2.36 | -0.28 | 3.06 | 0.80 | -0.08 | 1.00 | 3.26 |
| Standard Deviation(%) | NA | 33.38 | 22.03 | 19.05 | NA | NA | NA | … | … | 50.35 | 11.90 | 16.64 | 6.42 | 12.76 | 15.40 | 10.59 | 9.13 |
| Draw Down(%) | NA | 34.40 | 34.40 | 34.40 | NA | NA | NA | … | … | 34.40 | 5.58 | 18.11 | 2.27 | 9.50 | 13.49 | 6.88 | 4.77 |
| Yield(%) | 0.00 | 1.61 | 2.08 | 2.35 | 1.73 | 1.15 | 0.86 | … | … | 0.39 | 1.62 | 2.76 | 1.18 | 2.68 | 2.66 | 1.40 | 0.40 |
Data as of 05/29/2020, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORDAX (OAK RIDGE DIVIDEND GROWTH FUND CLASS A) |
5.55%
Mar 2017 – Mar 2020 |
5.64%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORDAX (OAK RIDGE DIVIDEND GROWTH FUND CLASS A) |
15.63%
Dec 2016 – Dec 2019 |
12.38%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart