Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORSAX (Oak Ridge Dynamic Small Cap Fund Class A) | NA | -2.11% | 4.87% | NA | NA | NA | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORSAX (Oak Ridge Dynamic Small Cap Fund Class A) | 12/02/2015 | 05/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.20 | -2.11 | 4.87 | NA | NA | NA | NA | … | … | -14.80 | 28.92 | -25.51 | 15.42 | 18.18 | -5.64 |
| Sharpe Ratio | NA | -0.08 | 0.12 | NA | NA | NA | NA | … | … | -0.56 | 1.67 | -0.97 | 1.17 | 1.00 | -2.96 |
| Standard Deviation(%) | NA | 39.48 | 26.59 | NA | NA | NA | NA | … | … | 58.89 | 16.66 | 27.72 | 12.66 | 17.82 | 17.61 |
| Draw Down(%) | NA | 42.41 | 42.52 | NA | NA | NA | NA | … | … | 42.41 | 10.00 | 40.75 | 5.53 | 14.23 | 6.47 |
| Yield(%) | 0.00 | 0.03 | 6.77 | 4.61 | 2.30 | 1.54 | 1.15 | … | … | 0.00 | 1.11 | 16.31 | 0.36 | 0.35 | 0.32 |
Data as of 05/29/2020, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORSAX (Oak Ridge Dynamic Small Cap Fund Class A) |
-1.85%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORSAX (Oak Ridge Dynamic Small Cap Fund Class A) |
16.31%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart