Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORIGX (OAK RIDGE SMALL CAP GROWTH FUND CLASS A) | 12.96% | 31.27% | 18.82% | 6.36% | 9.57% | 9.14% | 8.48% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIGX (OAK RIDGE SMALL CAP GROWTH FUND CLASS A) | 12/30/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 31.27 | 18.82 | 6.36 | 9.57 | 9.14 | 8.48 | … | … | 12.96 | 11.52 | 15.06 | 24.70 | -59.28 | -4.53 | 15.28 | 22.34 | -7.09 | 18.20 | 2.08 | -4.61 | 3.84 | 38.97 | 10.54 | 1.16 | 28.91 | 26.08 | -29.68 | 10.46 | 6.72 | 6.36 | 22.49 | 36.91 | -19.13 | -1.66 | 10.55 | 17.08 | -1.35 | 25.95 | 1.55 |
| Sharpe Ratio | NA | 1.79 | 0.85 | 0.20 | 0.38 | NA | NA | … | … | 2.01 | 0.40 | 0.44 | 1.09 | -0.92 | -0.19 | 0.41 | 1.35 | -0.44 | 1.64 | 0.10 | -0.26 | 0.24 | 2.84 | 0.64 | 0.04 | 1.43 | 0.98 | -0.80 | 0.41 | 0.22 | 0.29 | 1.48 | 2.37 | -0.99 | -0.18 | 0.21 | 0.89 | -0.20 | 1.46 | NA |
| Standard Deviation(%) | NA | 17.89 | 20.02 | 21.79 | 21.69 | NA | NA | … | … | 19.01 | 22.27 | 19.16 | 18.90 | 65.94 | 23.94 | 36.89 | 15.50 | 19.31 | 10.77 | 18.34 | 17.99 | 16.18 | 13.72 | 16.62 | 30.09 | 20.21 | 26.54 | 37.90 | 18.20 | 15.91 | 14.39 | 14.54 | 15.29 | 20.54 | 23.04 | 31.07 | 15.51 | 22.83 | 15.32 | 0.00 |
| Draw Down(%) | NA | 10.06 | 26.25 | 38.59 | 39.38 | NA | NA | … | … | 10.06 | 23.44 | 8.71 | 15.50 | 60.13 | 21.73 | 36.81 | 10.83 | 28.63 | 4.46 | 18.10 | 18.19 | 9.95 | 5.39 | 10.13 | 25.35 | 14.66 | 25.71 | 43.69 | 8.95 | 14.52 | 9.09 | 12.07 | 9.99 | 26.52 | 24.73 | 23.35 | 14.80 | 42.73 | 11.71 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 8.65 | 10.97 | 10.37 | 9.90 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 32.09 | 14.61 | 14.61 | 17.41 | 15.69 | 68.87 | 6.41 | 6.07 | 6.68 | 6.42 | 3.19 | 4.89 | 0.00 | 0.00 | 2.05 | 8.77 | 2.88 | 0.00 | 1.09 | 0.00 | 0.27 | 11.03 | 17.53 | 0.00 | 0.19 | 8.05 | 6.55 |
Data as of 06/05/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIGX (OAK RIDGE SMALL CAP GROWTH FUND CLASS A) |
-13.37%
Feb 2006 – Feb 2009 |
-2.46%
Feb 2004 – Feb 2009 |
2.68%
Aug 2000 – Aug 2010 |
5.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIGX (OAK RIDGE SMALL CAP GROWTH FUND CLASS A) |
27.80%
Feb 2009 – Feb 2012 |
24.77%
Feb 2009 – Feb 2014 |
14.56%
Feb 2009 – Feb 2019 |
11.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart