Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ORYBX (Oppnhmr Rochester Maryland Mncpl Fd Cl B) NA -14.08% -3.86% -2.84% 1.66% NA NA
Data as of 03/23/2018, Common starting date is 10/13/2006
More Performance Analytics Comparison
Name Start Date End Date
ORYBX (Oppnhmr Rochester Maryland Mncpl Fd Cl B) 10/13/2006 03/23/2018
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 (%) -3.01 -14.08 -3.86 -2.84 1.66 NA NA -6.72 -8.62 5.10 0.53 12.15 -14.05 11.58 11.29 3.98 46.80 -33.61 -5.66 1.94
Sharpe Ratio NA -2.87 -0.95 -0.62 0.24 NA NA -3.54 -2.32 1.50 0.11 2.84 -2.20 3.76 2.77 0.90 8.22 -3.06 -1.68 2.79
Standard Deviation(%) NA 5.18 4.47 4.93 5.68 NA NA 7.78 4.00 3.25 4.61 4.28 6.39 3.09 4.07 4.32 5.68 11.24 5.18 2.20
Draw Down(%) NA 16.08 16.31 16.99 33.34 NA NA 6.72 10.08 2.32 4.71 6.45 16.99 3.09 4.89 7.94 3.78 36.37 8.85 0.46
Yield(%) 0.00 3.74 4.07 3.96 4.54 2.89 2.17 0.02 4.34 4.51 4.87 5.41 4.33 4.68 5.23 5.34 7.55 4.64 3.95 0.21
Data as of 03/23/2018, Common starting date is 10/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORYBX (Oppnhmr Rochester Maryland Mncpl Fd Cl B) -3.13%
Nov 2006 – Nov 2009
-2.48%
Feb 2013 – Feb 2018
1.38%
Oct 2007 – Oct 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORYBX (Oppnhmr Rochester Maryland Mncpl Fd Cl B) 19.32%
Dec 2008 – Dec 2011
10.25%
Dec 2008 – Dec 2013
2.23%
Aug 2007 – Aug 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return