Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) | 15.99% | 35.23% | 20.07% | 7.38% | 10.16% | 9.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) | 01/04/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 35.23 | 20.07 | 7.38 | 10.16 | 9.66 | NA | … | … | 15.99 | 11.73 | 15.34 | 25.03 | -27.27 | 10.55 | 30.31 | 22.71 | -6.84 | 18.67 | 2.45 | -4.34 | 4.20 | 39.53 | 10.98 | 1.47 | 26.46 |
| Sharpe Ratio | NA | 1.80 | 0.87 | 0.21 | 0.40 | NA | NA | … | … | 2.05 | 0.41 | 0.61 | 1.14 | -1.00 | 0.52 | 0.86 | 1.37 | -0.43 | 1.68 | 0.12 | -0.24 | 0.26 | 2.87 | 0.66 | 0.05 | 1.32 |
| Standard Deviation(%) | NA | 17.88 | 20.02 | 21.77 | 21.67 | NA | NA | … | … | 18.93 | 22.24 | 19.24 | 18.87 | 28.88 | 20.13 | 34.84 | 15.51 | 19.33 | 10.77 | 18.29 | 17.98 | 16.18 | 13.74 | 16.63 | 30.09 | 20.12 |
| Draw Down(%) | NA | 9.98 | 26.19 | 38.48 | 39.13 | NA | NA | … | … | 9.98 | 23.39 | 8.70 | 15.38 | 33.29 | 13.62 | 36.79 | 10.77 | 28.59 | 4.43 | 18.07 | 18.12 | 9.86 | 5.36 | 9.99 | 25.32 | 14.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.62 | 10.69 | 10.32 | 10.27 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 27.48 | 12.78 | 13.00 | 15.79 | 14.47 | 66.85 | 6.26 | 5.95 | 6.58 | 6.35 | 3.18 | 4.88 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) |
-2.55%
Apr 2021 – Apr 2024 |
-1.46%
Mar 2015 – Mar 2020 |
4.30%
Oct 2013 – Oct 2023 |
8.27%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) |
22.19%
Aug 2010 – Aug 2013 |
18.56%
Jun 2010 – Jun 2015 |
13.00%
Sep 2011 – Sep 2021 |
10.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart