Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORIKX (OAK RIDGE SMALL CAP GROWTH FUND CLASS K) | NA | 27.89% | 11.89% | 9.54% | NA | NA | NA | … | … |
Data as of 10/09/2020, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIKX (OAK RIDGE SMALL CAP GROWTH FUND CLASS K) | 12/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.98 | 27.89 | 11.89 | 9.54 | NA | NA | NA | … | … | 14.71 | 7.39 | -20.20 | 19.47 | 2.66 | -4.23 | 4.42 | 33.01 | 1.19 |
| Sharpe Ratio | NA | 0.80 | 0.45 | 0.41 | NA | NA | NA | … | … | 0.49 | 0.29 | -0.80 | 1.76 | 0.13 | -0.24 | 0.27 | 2.24 | 8.65 |
| Standard Deviation(%) | NA | 34.24 | 24.36 | 21.34 | NA | NA | NA | … | … | 38.51 | 20.97 | 26.82 | 10.74 | 18.31 | 17.97 | 16.18 | 14.74 | 19.64 |
| Draw Down(%) | NA | 36.72 | 38.62 | 38.62 | NA | NA | NA | … | … | 36.72 | 13.08 | 38.83 | 4.43 | 18.04 | 18.09 | 9.82 | 7.56 | 0.65 |
| Yield(%) | 0.00 | 14.44 | 24.07 | 16.70 | 11.69 | 7.79 | 5.84 | … | … | 0.00 | 16.02 | 14.67 | 67.32 | 6.31 | 6.00 | 6.64 | 0.00 | 0.00 |
Data as of 10/09/2020, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIKX (OAK RIDGE SMALL CAP GROWTH FUND CLASS K) |
-0.80%
Oct 2013 – Oct 2016 |
-1.10%
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 |
|---|---|---|---|---|
| ORIKX (OAK RIDGE SMALL CAP GROWTH FUND CLASS K) |
14.72%
Sep 2015 – Sep 2018 |
10.06%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart