Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORSIX (OAK RIDGE DYNAMIC SMALL CAP FUND CLASS I SHARES) | 19.14% | 40.43% | 22.09% | 11.17% | 14.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORSIX (OAK RIDGE DYNAMIC SMALL CAP FUND CLASS I SHARES) | 10/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 40.43 | 22.09 | 11.17 | 14.37 | NA | NA | … | … | 19.14 | 10.45 | 14.94 | 29.16 | -18.46 | 24.36 | 19.34 | 28.45 | -9.57 | 15.63 | 18.47 | 0.25 |
| Sharpe Ratio | NA | 2.02 | 0.93 | 0.38 | 0.54 | NA | NA | … | … | 2.32 | 0.34 | 0.58 | 1.33 | -0.69 | 1.11 | 0.45 | 1.63 | -0.58 | 1.18 | 1.02 | 0.06 |
| Standard Deviation(%) | NA | 18.49 | 20.58 | 22.34 | 23.39 | NA | NA | … | … | 20.10 | 22.66 | 19.58 | 19.41 | 28.99 | 21.96 | 41.88 | 16.60 | 18.94 | 12.74 | 17.87 | 16.57 |
| Draw Down(%) | NA | 9.00 | 26.57 | 31.32 | 42.31 | NA | NA | … | … | 9.00 | 24.20 | 8.59 | 14.86 | 28.00 | 11.25 | 42.31 | 9.98 | 28.24 | 5.59 | 14.23 | 7.72 |
| Yield(%) | 0.00 | 3.23 | 3.81 | 8.20 | 10.21 | 6.70 | 5.03 | … | … | 0.00 | 3.02 | 6.11 | 0.21 | 0.17 | 39.69 | 2.17 | 0.99 | 16.24 | 0.36 | 0.35 | 0.36 |
Data as of 06/04/2026, Common starting date is 10/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORSIX (OAK RIDGE DYNAMIC SMALL CAP FUND CLASS I SHARES) |
-1.92%
Mar 2017 – Mar 2020 |
5.91%
Sep 2018 – Sep 2023 |
11.35%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORSIX (OAK RIDGE DYNAMIC SMALL CAP FUND CLASS I SHARES) |
23.99%
Dec 2018 – Dec 2021 |
18.60%
Jun 2016 – Jun 2021 |
14.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart