Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONJYX (Oppenheimer Roc New Jersey Muni Class Y) | 2.13% | 7.58% | 3.79% | 1.23% | 3.18% | 4.09% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONJYX (Oppenheimer Roc New Jersey Muni Class Y) | 12/07/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.58 | 3.79 | 1.23 | 3.18 | 4.09 | NA | … | … | 2.13 | 2.61 | 3.01 | 7.24 | -9.64 | 5.48 | 4.34 | 11.30 | 14.68 | -6.23 | 3.07 | 0.70 | 16.97 | -9.55 | 11.43 | 12.52 | -2.67 |
| Sharpe Ratio | NA | 1.56 | 0.12 | -0.28 | 0.37 | NA | NA | … | … | 0.80 | -0.05 | -0.19 | 0.81 | -2.29 | 2.79 | 0.49 | 4.95 | 3.65 | -1.86 | 1.13 | 0.21 | 4.50 | -1.69 | 3.99 | 2.74 | -4.14 |
| Standard Deviation(%) | NA | 3.15 | 4.43 | 4.26 | 4.45 | NA | NA | … | … | 3.51 | 5.51 | 3.14 | 4.45 | 4.86 | 1.96 | 8.27 | 1.99 | 3.66 | 3.71 | 2.52 | 3.17 | 3.77 | 5.67 | 2.87 | 4.57 | 8.00 |
| Draw Down(%) | NA | 2.78 | 6.27 | 14.03 | 14.03 | NA | NA | … | … | 2.78 | 5.74 | 2.31 | 6.21 | 14.03 | 2.18 | 13.42 | 1.20 | 1.46 | 8.77 | 4.11 | 4.74 | 4.47 | 13.87 | 2.41 | 5.58 | 3.38 |
| Yield(%) | 0.00 | 3.64 | 3.57 | 3.44 | 3.72 | 4.46 | 3.43 | … | … | 1.66 | 3.30 | 3.47 | 4.06 | 3.93 | 3.88 | 4.40 | 3.60 | 3.63 | 4.09 | 4.45 | 5.50 | 6.44 | 5.44 | 5.87 | 6.66 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONJYX (Oppenheimer Roc New Jersey Muni Class Y) |
-1.26%
Jan 2015 – Jan 2018 |
0.12%
Nov 2012 – Nov 2017 |
2.29%
Oct 2012 – Oct 2022 |
4.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONJYX (Oppenheimer Roc New Jersey Muni Class Y) |
10.24%
Jan 2018 – Jan 2021 |
6.73%
Jan 2011 – Jan 2016 |
6.08%
Jan 2011 – Jan 2021 |
4.49%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart