Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OHYDX (OAKTREE HIGH YIELD BOND FUND ADVISOR CLASS) | NA | 1.23% | 4.90% | NA | NA | NA | NA | … | … |
Data as of 09/11/2018, Common starting date is 12/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHYDX (OAKTREE HIGH YIELD BOND FUND ADVISOR CLASS) | 12/18/2014 | 09/11/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 1.23 | 4.90 | NA | NA | NA | NA | … | … | 0.70 | 5.31 | 13.58 | -2.89 | 0.69 |
| Sharpe Ratio | NA | 0.06 | 1.16 | NA | NA | NA | NA | … | … | -0.09 | 2.23 | 2.75 | -0.75 | 18.57 |
| Standard Deviation(%) | NA | 2.28 | 3.75 | NA | NA | NA | NA | … | … | 2.48 | 2.11 | 4.84 | 3.91 | 1.31 |
| Draw Down(%) | NA | 2.24 | 8.49 | NA | NA | NA | NA | … | … | 2.24 | 1.95 | 4.53 | 7.89 | 0.00 |
| Yield(%) | 0.00 | 2.95 | 4.74 | 3.30 | 1.65 | 1.10 | 0.83 | … | … | 1.94 | 3.24 | 5.62 | 6.17 | 0.00 |
Data as of 09/11/2018, Common starting date is 12/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYDX (OAKTREE HIGH YIELD BOND FUND ADVISOR CLASS) |
3.41%
May 2015 – May 2018 |
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 |
|---|---|---|---|---|
| OHYDX (OAKTREE HIGH YIELD BOND FUND ADVISOR CLASS) |
5.18%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart