Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORMAX (Oppenheimer Rochester MA muni Fd Cl A) | NA | -9.25% | -0.75% | -0.33% | 2.38% | NA | NA | … | … |
Data as of 05/18/2018, Common starting date is 07/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORMAX (Oppenheimer Rochester MA muni Fd Cl A) | 07/24/2006 | 05/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | -9.25 | -0.75 | -0.33 | 2.38 | NA | NA | … | … | -5.91 | -1.98 | 2.35 | 3.02 | 13.22 | -8.43 | 11.55 | 11.87 | 3.95 | 44.60 | -36.44 | -5.51 | 5.41 |
| Sharpe Ratio | NA | -3.23 | -0.50 | -0.23 | 0.37 | NA | NA | … | … | -3.58 | -1.02 | 0.85 | 1.00 | 4.72 | -1.69 | 3.86 | 2.62 | 0.90 | 6.89 | -2.80 | -1.83 | 4.15 |
| Standard Deviation(%) | NA | 3.40 | 3.00 | 3.50 | 5.67 | NA | NA | … | … | 4.44 | 2.55 | 2.51 | 2.98 | 2.80 | 5.02 | 3.00 | 4.51 | 4.29 | 6.46 | 13.32 | 4.68 | 2.24 |
| Draw Down(%) | NA | 10.24 | 10.85 | 13.23 | 36.38 | NA | NA | … | … | 6.10 | 5.65 | 3.58 | 2.72 | 2.97 | 13.23 | 1.98 | 4.42 | 8.02 | 4.49 | 40.20 | 7.92 | 0.49 |
| Yield(%) | 0.93 | 4.29 | 4.43 | 4.39 | 4.65 | 3.25 | 2.44 | … | … | 1.62 | 4.26 | 4.48 | 5.20 | 5.81 | 4.75 | 5.45 | 6.03 | 5.79 | 9.00 | 5.29 | 4.60 | 1.05 |
Data as of 05/18/2018, Common starting date is 07/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORMAX (Oppenheimer Rochester MA muni Fd Cl A) |
-6.47%
Aug 2006 – Aug 2009 |
-0.36%
Nov 2006 – Nov 2011 |
2.08%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORMAX (Oppenheimer Rochester MA muni Fd Cl A) |
18.91%
Dec 2008 – Dec 2011 |
11.43%
Dec 2008 – Dec 2013 |
2.75%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
