Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLCAX (Oppenheimer Rochester Ltd Term CA MuniA) | 0.83% | 4.42% | 3.37% | 1.36% | 2.46% | 2.99% | 3.03% | … | … |
Data as of 06/08/2026, Common starting date is 03/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLCAX (Oppenheimer Rochester Ltd Term CA MuniA) | 03/03/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 4.42 | 3.37 | 1.36 | 2.46 | 2.99 | 3.03 | … | … | 0.83 | 1.68 | 2.81 | 4.71 | -5.60 | 0.24 | 3.58 | 7.40 | 7.39 | -1.97 | 2.47 | 0.80 | 7.82 | -2.35 | 7.38 | 7.07 | 3.21 | 21.31 | -12.70 | 0.09 | 5.94 | 4.67 | 3.48 |
| Sharpe Ratio | NA | 0.65 | 0.00 | -0.42 | 0.24 | NA | NA | … | … | -0.58 | -0.38 | -1.53 | 0.15 | -1.91 | 0.11 | 0.54 | 2.66 | 2.51 | -0.89 | 0.83 | 0.29 | 3.60 | -0.75 | 3.45 | 2.94 | 1.24 | 5.05 | -2.30 | -1.07 | 1.07 | 1.13 | 1.01 |
| Standard Deviation(%) | NA | 2.20 | 2.88 | 2.97 | 3.31 | NA | NA | … | … | 2.28 | 3.13 | 2.48 | 3.13 | 3.66 | 1.97 | 6.16 | 2.26 | 2.41 | 2.94 | 2.73 | 2.63 | 2.17 | 3.19 | 2.14 | 2.40 | 2.52 | 4.20 | 5.90 | 2.74 | 2.47 | 2.21 | 3.15 |
| Draw Down(%) | NA | 1.59 | 2.94 | 9.51 | 9.65 | NA | NA | … | … | 1.59 | 2.94 | 1.03 | 2.82 | 9.14 | 2.05 | 9.65 | 1.48 | 1.05 | 3.78 | 3.35 | 3.20 | 1.77 | 6.10 | 0.87 | 1.82 | 3.13 | 2.59 | 14.70 | 2.92 | 0.85 | 1.01 | 4.69 |
| Yield(%) | 0.00 | 2.91 | 2.99 | 2.48 | 2.72 | 3.22 | 3.32 | … | … | 1.31 | 2.82 | 3.07 | 2.84 | 1.88 | 2.37 | 2.49 | 2.63 | 2.70 | 3.45 | 3.70 | 4.07 | 4.30 | 3.81 | 4.57 | 5.05 | 4.41 | 5.29 | 4.26 | 4.01 | 4.38 | 1.46 | 1.04 |
Data as of 06/08/2026, Common starting date is 03/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCAX (Oppenheimer Rochester Ltd Term CA MuniA) |
-2.54%
Dec 2005 – Dec 2008 |
1.11%
Nov 2012 – Nov 2017 |
1.80%
Oct 2012 – Oct 2022 |
2.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCAX (Oppenheimer Rochester Ltd Term CA MuniA) |
10.26%
Dec 2008 – Dec 2011 |
7.05%
Dec 2008 – Dec 2013 |
5.12%
Dec 2008 – Dec 2018 |
4.20%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart