Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORILX (OAK RIDGE MULTI STRATEGY FUND CLASS A) | 7.38% | 17.96% | 14.82% | 0.82% | 7.05% | 7.99% | 6.18% | … | … |
Data as of 06/03/2026, Common starting date is 02/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORILX (OAK RIDGE MULTI STRATEGY FUND CLASS A) | 02/26/1999 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.96 | 14.82 | 0.82 | 7.05 | 7.99 | 6.18 | … | … | 7.38 | 12.28 | 12.14 | 18.00 | -36.89 | 14.09 | 16.98 | 26.15 | -9.88 | 26.36 | 0.40 | 4.02 | 9.05 | 33.36 | 11.82 | -1.49 | 7.74 | 33.57 | -38.29 | 7.61 | 2.61 | 7.57 | 11.41 | 19.52 | -22.25 | -11.95 | 6.64 | 10.50 |
| Sharpe Ratio | NA | 1.65 | 1.08 | -0.09 | 0.29 | NA | NA | … | … | 1.50 | 0.72 | 0.85 | 1.29 | -1.12 | 0.94 | 0.54 | 1.96 | -0.69 | 3.45 | 0.01 | 0.25 | 0.73 | 3.01 | 0.86 | -0.06 | 0.45 | 1.45 | -1.05 | 0.30 | -0.07 | 0.52 | 0.93 | 1.28 | -1.05 | -0.89 | 0.12 | 0.59 |
| Standard Deviation(%) | NA | 10.02 | 11.31 | 18.70 | 18.39 | NA | NA | … | … | 11.48 | 13.02 | 10.01 | 11.22 | 34.29 | 15.01 | 31.06 | 12.57 | 16.48 | 7.49 | 13.79 | 15.75 | 12.31 | 11.09 | 13.74 | 23.47 | 16.94 | 23.07 | 37.18 | 15.04 | 11.62 | 10.17 | 11.17 | 14.67 | 22.26 | 16.36 | 20.91 | 15.42 |
| Draw Down(%) | NA | 7.30 | 13.73 | 41.77 | 41.77 | NA | NA | … | … | 7.30 | 13.27 | 5.14 | 10.30 | 37.80 | 8.15 | 32.12 | 6.89 | 22.60 | 3.63 | 11.79 | 10.32 | 7.50 | 5.14 | 10.42 | 19.31 | 15.52 | 18.76 | 46.87 | 8.71 | 11.98 | 7.63 | 8.96 | 10.75 | 26.19 | 21.87 | 12.24 | 13.85 |
| Yield(%) | 0.00 | 11.33 | 5.92 | 3.99 | 7.20 | 7.69 | 5.99 | … | … | 0.00 | 11.60 | 2.17 | 1.34 | 8.66 | 0.00 | 0.00 | 7.68 | 32.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.52 | 7.27 | 0.52 | 2.77 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORILX (OAK RIDGE MULTI STRATEGY FUND CLASS A) |
-15.66%
Feb 2006 – Feb 2009 |
-6.83%
Feb 2004 – Feb 2009 |
-2.99%
Mar 1999 – Mar 2009 |
2.42%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORILX (OAK RIDGE MULTI STRATEGY FUND CLASS A) |
21.24%
Feb 2009 – Feb 2012 |
19.00%
Feb 2009 – Feb 2014 |
13.40%
Sep 2011 – Sep 2021 |
9.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart