Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPBMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl B) | NA | 1.51% | 2.19% | 4.11% | 4.29% | NA | NA | … | … |
Data as of 06/22/2018, Common starting date is 11/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPBMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl B) | 11/10/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.51 | 2.19 | 4.11 | 4.29 | NA | NA | … | … | 0.60 | 3.79 | -0.22 | 2.74 | 12.91 | -4.78 | 9.73 | 13.60 | 3.09 | 39.80 | -27.51 | -3.94 | 0.44 |
| Sharpe Ratio | NA | 0.33 | 0.85 | 1.49 | 0.97 | NA | NA | … | … | 0.06 | 1.72 | -0.17 | 1.55 | 6.55 | -1.23 | 4.43 | 3.86 | 0.76 | 7.46 | -3.02 | -1.62 | -0.01 |
| Standard Deviation(%) | NA | 1.67 | 2.02 | 2.34 | 4.21 | NA | NA | … | … | 1.58 | 1.84 | 2.51 | 1.75 | 1.97 | 3.91 | 2.20 | 3.52 | 3.93 | 5.33 | 9.40 | 4.33 | 1.43 |
| Draw Down(%) | NA | 1.29 | 5.40 | 5.40 | 28.97 | NA | NA | … | … | 1.07 | 1.29 | 5.40 | 1.59 | 0.83 | 9.65 | 1.57 | 4.02 | 7.79 | 1.80 | 30.52 | 6.77 | 0.36 |
| Yield(%) | 0.00 | 2.88 | 2.90 | 3.45 | 3.82 | 2.65 | 1.99 | … | … | 1.21 | 2.96 | 2.82 | 3.45 | 4.07 | 3.26 | 3.73 | 4.59 | 4.49 | 6.52 | 4.37 | 3.71 | 0.00 |
Data as of 06/22/2018, Common starting date is 11/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPBMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl B) |
-0.89%
Dec 2006 – Dec 2009 |
2.30%
Nov 2012 – Nov 2017 |
3.20%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPBMX (Oppnhmr Rchstr Mnnst Mncpl Fd Cl B) |
17.86%
Dec 2008 – Dec 2011 |
11.34%
Dec 2008 – Dec 2013 |
4.44%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart