Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORLCX (OAK RIDGE MULTI STRATEGY FUND CLASS C) | NA | 17.54% | 8.28% | 8.62% | 9.88% | 6.01% | NA | … | … |
Data as of 10/09/2020, Common starting date is 02/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORLCX (OAK RIDGE MULTI STRATEGY FUND CLASS C) | 02/17/2004 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.97 | 17.54 | 8.28 | 8.62 | 9.88 | 6.01 | NA | … | … | 6.29 | 16.55 | -44.32 | 25.22 | -0.49 | 3.10 | 8.04 | 32.21 | 10.89 | -2.44 | 6.79 | 32.39 | -39.13 | -0.89 | 1.36 | 3.91 | 6.77 |
| Sharpe Ratio | NA | 0.29 | -0.31 | -0.12 | 0.15 | NA | NA | … | … | 0.23 | -0.47 | -1.25 | 0.81 | -2.50 | -0.98 | -0.85 | 1.23 | -0.56 | -0.89 | -0.70 | 0.59 | -1.57 | -1.42 | -1.82 | -1.61 | -1.31 |
| Standard Deviation(%) | NA | 31.28 | 36.20 | 29.06 | 23.37 | NA | NA | … | … | 34.40 | 14.40 | 52.91 | 7.43 | 13.82 | 15.79 | 12.29 | 11.12 | 13.77 | 23.47 | 16.98 | 23.19 | 37.19 | 16.24 | 11.58 | 10.62 | 11.26 |
| Draw Down(%) | NA | 35.05 | 59.06 | 59.06 | 59.06 | NA | NA | … | … | 32.19 | 7.11 | 51.96 | 3.64 | 11.86 | 10.50 | 7.54 | 5.19 | 10.59 | 19.50 | 15.83 | 18.85 | 47.30 | 13.73 | 12.35 | 7.75 | 9.21 |
| Yield(%) | 0.00 | 7.60 | 14.61 | 10.44 | 8.86 | 5.71 | 4.58 | … | … | 0.00 | 8.53 | 36.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 7.42 | 0.53 | 2.79 | 0.32 |
Data as of 10/09/2020, Common starting date is 02/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLCX (OAK RIDGE MULTI STRATEGY FUND CLASS C) |
-16.38%
Feb 2006 – Feb 2009 |
-5.97%
Mar 2004 – Mar 2009 |
3.31%
Feb 2006 – Feb 2016 |
4.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLCX (OAK RIDGE MULTI STRATEGY FUND CLASS C) |
20.20%
Feb 2009 – Feb 2012 |
17.95%
Feb 2009 – Feb 2014 |
12.50%
Feb 2009 – Feb 2019 |
5.83%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart