Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORMYX (Oppenheimer Rochester Mchgn Mncpl Fd Y) | NA | -4.50% | -0.22% | 0.13% | NA | NA | NA | … | … |
Data as of 04/27/2018, Common starting date is 08/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORMYX (Oppenheimer Rochester Mchgn Mncpl Fd Y) | 08/01/2011 | 04/27/2018 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | -4.50 | -0.22 | 0.13 | NA | NA | NA | … | … | -6.56 | 3.75 | 3.21 | 0.55 | 13.13 | -10.04 | 11.30 | 2.44 |
| Sharpe Ratio | NA | -1.34 | -0.20 | -0.03 | NA | NA | NA | … | … | -3.32 | 1.34 | 1.31 | 0.17 | 4.48 | -1.98 | 3.81 | 1.88 |
| Standard Deviation(%) | NA | 3.98 | 3.18 | 3.64 | NA | NA | NA | … | … | 6.06 | 2.34 | 2.28 | 3.03 | 2.93 | 5.10 | 2.97 | 3.14 |
| Draw Down(%) | NA | 7.28 | 7.28 | 14.04 | NA | NA | NA | … | … | 6.68 | 1.33 | 2.95 | 4.27 | 3.47 | 14.04 | 2.10 | 1.84 |
| Yield(%) | 0.00 | 2.45 | 3.89 | 4.46 | 3.11 | 2.07 | 1.55 | … | … | 0.27 | 3.68 | 4.49 | 5.99 | 6.80 | 5.41 | 5.22 | 0.00 |
Data as of 04/27/2018, Common starting date is 08/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORMYX (Oppenheimer Rochester Mchgn Mncpl Fd Y) |
0.15%
Nov 2012 – Nov 2015 |
0.37%
Feb 2013 – Feb 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORMYX (Oppenheimer Rochester Mchgn Mncpl Fd Y) |
5.86%
Aug 2013 – Aug 2016 |
3.85%
Oct 2011 – Oct 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart