Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTFBX (Oppenheimer Roc AMT-Free Muni Class B) | NA | 2.00% | 5.39% | 6.33% | 4.17% | 3.21% | 3.21% | … | … |
Data as of 06/22/2018, Common starting date is 03/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTFBX (Oppenheimer Roc AMT-Free Muni Class B) | 03/23/1993 | 06/22/2018 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.00 | 5.39 | 6.33 | 4.17 | 3.21 | 3.21 | … | … | 4.58 | 5.21 | 1.61 | 4.89 | 15.41 | -7.09 | 18.10 | 15.29 | -0.50 | 41.47 | -42.17 | -9.76 | 6.60 | 6.94 | 7.89 | 6.78 | 7.41 | 1.69 | 7.06 | -5.84 | 5.24 | 8.57 | 4.72 | 17.36 | -10.00 | 6.08 |
| Sharpe Ratio | NA | 0.35 | 1.60 | 1.61 | 0.66 | NA | NA | … | … | 3.05 | 1.43 | 0.47 | 1.62 | 5.24 | -1.22 | 5.51 | 3.46 | -0.11 | 5.70 | -3.19 | -2.59 | 1.29 | 1.73 | 1.90 | 1.73 | 1.81 | -0.20 | 1.13 | -3.30 | 0.67 | 1.68 | 0.31 | 3.38 | -1.98 | 1.73 |
| Standard Deviation(%) | NA | 2.99 | 3.06 | 3.48 | 5.96 | NA | NA | … | … | 2.85 | 3.21 | 2.99 | 3.00 | 2.94 | 5.82 | 3.30 | 4.41 | 5.43 | 7.26 | 13.47 | 4.95 | 2.57 | 2.76 | 3.66 | 3.51 | 3.49 | 3.21 | 2.66 | 2.75 | 2.88 | 3.00 | 3.91 | 3.99 | 6.54 | 3.34 |
| Draw Down(%) | NA | 4.21 | 5.36 | 6.29 | 38.98 | NA | NA | … | … | 1.03 | 4.21 | 5.36 | 3.16 | 3.01 | 12.54 | 2.82 | 5.56 | 10.39 | 6.86 | 44.62 | 11.66 | 1.39 | 2.15 | 5.40 | 4.58 | 4.28 | 4.62 | 3.37 | 7.26 | 1.94 | 1.96 | 4.51 | 2.87 | 15.23 | 2.87 |
| Yield(%) | 0.00 | 3.45 | 4.49 | 5.19 | 4.51 | 4.11 | 3.96 | … | … | 1.43 | 4.01 | 4.86 | 5.72 | 6.06 | 4.95 | 5.40 | 5.97 | 6.10 | 9.26 | 4.96 | 3.95 | 4.36 | 4.89 | 4.85 | 4.78 | 4.77 | 4.54 | 4.82 | 4.75 | 4.25 | 4.64 | 4.93 | 5.36 | 4.67 | 3.85 |
Data as of 06/22/2018, Common starting date is 03/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTFBX (Oppenheimer Roc AMT-Free Muni Class B) |
-17.75%
Dec 2005 – Dec 2008 |
-8.48%
Dec 2003 – Dec 2008 |
-2.77%
Dec 1998 – Dec 2008 |
-0.31%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTFBX (Oppenheimer Roc AMT-Free Muni Class B) |
17.83%
Mar 2009 – Mar 2012 |
12.56%
Mar 2009 – Mar 2014 |
6.10%
Nov 1994 – Nov 2004 |
3.63%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
