Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORICX (OAK RIDGE SMALL CAP GROWTH FUND CLASS C) | NA | 26.29% | 10.60% | 8.24% | 10.07% | 7.57% | 7.05% | … | … |
Data as of 10/09/2020, Common starting date is 12/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORICX (OAK RIDGE SMALL CAP GROWTH FUND CLASS C) | 12/14/1998 | 10/09/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.88 | 26.29 | 10.60 | 8.24 | 10.07 | 7.57 | 7.05 | … | … | 13.75 | 21.42 | -7.29 | 18.02 | 1.33 | -5.36 | 3.16 | 37.99 | 9.75 | 0.13 | 27.71 | 25.00 | -30.41 | 9.50 | 5.80 | 5.53 | 21.56 | 35.87 | -19.98 | -2.75 | 8.95 | 16.17 | 13.69 |
| Sharpe Ratio | NA | 0.75 | 0.39 | 0.35 | 0.47 | NA | NA | … | … | 0.46 | 1.28 | -0.45 | 1.63 | 0.06 | -0.30 | 0.19 | 2.76 | 0.59 | 0.00 | 1.37 | 0.94 | -0.82 | 0.36 | 0.16 | 0.23 | 1.42 | 2.29 | -1.03 | -0.22 | 0.16 | 0.83 | 117.28 |
| Standard Deviation(%) | NA | 34.45 | 24.49 | 21.43 | 20.53 | NA | NA | … | … | 38.74 | 15.58 | 19.24 | 10.69 | 18.35 | 17.97 | 16.17 | 13.75 | 16.61 | 30.07 | 20.20 | 26.59 | 37.88 | 18.19 | 15.94 | 14.39 | 14.51 | 15.36 | 20.47 | 23.05 | 30.98 | 15.52 | 11.74 |
| Draw Down(%) | NA | 36.82 | 39.86 | 39.86 | 39.86 | NA | NA | … | … | 36.82 | 10.86 | 28.49 | 4.52 | 18.18 | 18.38 | 10.13 | 5.42 | 10.35 | 25.48 | 14.80 | 25.85 | 43.88 | 8.98 | 14.72 | 9.32 | 12.14 | 10.09 | 27.12 | 24.88 | 23.47 | 14.88 | 0.00 |
| Yield(%) | 0.00 | 48.94 | 31.87 | 20.83 | 17.57 | 12.47 | 10.38 | … | … | 0.00 | 53.79 | 36.12 | 88.28 | 8.02 | 7.42 | 7.98 | 7.55 | 3.71 | 5.59 | 0.00 | 0.00 | 2.28 | 9.56 | 3.11 | 0.00 | 1.16 | 0.00 | 0.00 | 11.10 | 17.88 | 0.00 | 0.22 |
Data as of 10/09/2020, Common starting date is 12/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORICX (OAK RIDGE SMALL CAP GROWTH FUND CLASS C) |
-14.16%
Feb 2006 – Feb 2009 |
-3.31%
Feb 2004 – Feb 2009 |
1.69%
Aug 2000 – Aug 2010 |
5.13%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORICX (OAK RIDGE SMALL CAP GROWTH FUND CLASS C) |
26.61%
Feb 2009 – Feb 2012 |
23.71%
Feb 2009 – Feb 2014 |
13.80%
Feb 2009 – Feb 2019 |
10.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart