Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORIIX (OAK RIDGE INTERNATIONAL SMALL CAP FUND CLASS I SHARES) | NA | -6.71% | -5.14% | NA | NA | NA | NA | … | … |
Data as of 05/29/2020, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIIX (OAK RIDGE INTERNATIONAL SMALL CAP FUND CLASS I SHARES) | 10/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | -6.71 | -5.14 | NA | NA | NA | NA | … | … | -18.44 | 21.83 | -31.55 | 31.66 | 5.44 | 5.60 |
| Sharpe Ratio | NA | -0.27 | -0.31 | NA | NA | NA | NA | … | … | -0.92 | 1.74 | -1.87 | 3.87 | 0.32 | 2.17 |
| Standard Deviation(%) | NA | 28.75 | 19.59 | NA | NA | NA | NA | … | … | 43.03 | 11.83 | 17.55 | 8.05 | 16.52 | 11.18 |
| Draw Down(%) | NA | 39.48 | 46.43 | NA | NA | NA | NA | … | … | 39.48 | 9.57 | 37.39 | 2.62 | 13.45 | 4.35 |
| Yield(%) | 0.00 | 1.29 | 6.08 | 4.97 | 2.49 | 1.66 | 1.24 | … | … | 0.00 | 1.38 | 6.95 | 11.59 | 1.66 | 0.00 |
Data as of 05/29/2020, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIIX (OAK RIDGE INTERNATIONAL SMALL CAP FUND CLASS I SHARES) |
-7.21%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIIX (OAK RIDGE INTERNATIONAL SMALL CAP FUND CLASS I SHARES) |
7.93%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart