Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTNYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd A) | 1.55% | 5.62% | 3.42% | 1.08% | 2.47% | 2.50% | 2.78% | … | … |
Data as of 06/08/2026, Common starting date is 10/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTNYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd A) | 10/30/1991 | 06/08/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.62 | 3.42 | 1.08 | 2.47 | 2.50 | 2.78 | … | … | 1.55 | 3.63 | 2.98 | 4.11 | -7.05 | 2.57 | 3.32 | 7.36 | 10.47 | -3.51 | 1.76 | -0.66 | 7.57 | -6.30 | 6.16 | 7.81 | 3.32 | 19.42 | -10.18 | 1.77 | 5.31 | 5.19 | 4.71 | 5.19 | 6.43 | 4.88 | 7.50 | -0.84 | 5.98 | 8.07 | 5.25 | 10.01 | -0.51 | 10.18 | 10.64 | 2.06 |
| Sharpe Ratio | NA | 1.03 | 0.01 | -0.41 | 0.23 | NA | NA | … | … | 0.35 | 0.20 | -0.25 | 0.13 | -1.96 | 1.27 | 0.55 | 2.35 | 2.83 | -1.19 | 0.60 | -0.22 | 2.56 | -1.60 | 2.68 | 2.77 | 1.18 | 5.23 | -1.82 | -0.46 | 0.76 | 1.31 | 1.21 | 1.31 | 1.78 | 0.92 | 1.41 | -1.75 | 0.91 | 1.85 | 0.54 | 2.18 | -0.97 | 2.51 | 2.54 | 2.52 |
| Standard Deviation(%) | NA | 2.89 | 3.27 | 3.43 | 3.54 | NA | NA | … | … | 3.25 | 3.79 | 2.62 | 3.47 | 4.34 | 2.01 | 5.60 | 2.51 | 3.23 | 3.52 | 2.56 | 3.15 | 2.95 | 3.96 | 2.30 | 2.81 | 2.73 | 3.69 | 6.09 | 2.98 | 2.50 | 2.23 | 3.08 | 3.42 | 2.96 | 2.68 | 2.32 | 2.41 | 2.76 | 2.36 | 2.90 | 2.77 | 3.69 | 3.18 | 3.19 | 3.90 |
| Draw Down(%) | NA | 2.11 | 3.64 | 10.40 | 10.40 | NA | NA | … | … | 2.11 | 3.64 | 1.41 | 4.17 | 10.40 | 1.62 | 8.33 | 0.97 | 1.08 | 5.76 | 2.42 | 5.08 | 3.16 | 9.29 | 1.74 | 2.48 | 3.25 | 1.68 | 13.81 | 2.79 | 0.89 | 0.86 | 4.06 | 3.26 | 2.69 | 1.45 | 1.16 | 2.57 | 1.19 | 0.61 | 1.53 | 0.92 | 4.32 | 1.52 | 1.57 | 0.66 |
| Yield(%) | 0.00 | 3.36 | 3.32 | 2.85 | 3.08 | 3.23 | 3.38 | … | … | 1.54 | 3.19 | 3.42 | 3.06 | 2.48 | 3.00 | 2.91 | 3.56 | 3.46 | 3.03 | 3.75 | 4.11 | 4.18 | 3.58 | 3.98 | 4.50 | 4.25 | 5.00 | 4.32 | 4.09 | 4.02 | 4.20 | 4.28 | 4.71 | 5.05 | 4.79 | 4.80 | 4.54 | 4.94 | 5.40 | 5.67 | 5.65 | 4.89 | 5.25 | 5.73 | 1.72 |
Data as of 06/08/2026, Common starting date is 10/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTNYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd A) |
-1.48%
Oct 2019 – Oct 2022 |
-0.63%
Nov 2012 – Nov 2017 |
1.07%
Oct 2012 – Oct 2022 |
2.22%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTNYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd A) |
9.98%
Dec 2008 – Dec 2011 |
7.12%
Nov 1991 – Nov 1996 |
6.16%
Nov 1991 – Nov 2001 |
5.87%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart