Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ORAZX (Oppnhmr Rochester Arizona Mncpl Fd Cl A) NA 10.83% 10.24% 6.63% 3.73% 4.22% NA
Data as of 06/09/2026, Common starting date is 10/13/2006
More Performance Analytics Comparison
Name Start Date End Date
ORAZX (Oppnhmr Rochester Arizona Mncpl Fd Cl A) 10/13/2006 06/09/2026
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 (%) -0.85 10.83 10.24 6.63 3.73 4.22 NA -4.16 -4.06 5.04 -0.79 15.07 -10.94 12.22 15.30 4.55 42.84 -35.74 -3.22 3.90
Sharpe Ratio NA -2.96 -0.66 -0.24 0.43 NA NA -3.82 -1.56 2.05 -0.25 4.39 -1.87 4.50 3.36 0.98 6.88 -3.02 -1.37 4.12
Standard Deviation(%) NA 3.18 3.03 3.88 5.51 NA NA 3.53 3.01 2.36 3.27 3.43 5.88 2.73 4.54 4.58 6.22 12.10 4.57 4.01
Draw Down(%) NA 8.67 9.91 14.84 34.81 NA NA 4.26 6.25 2.02 6.01 3.32 14.84 2.19 5.46 8.68 3.62 38.03 7.45 0.42
Yield(%) 0.00 0.00 0.00 0.00 0.82 2.46 2.51 0.79 4.94 4.49 5.40 6.50 5.20 5.51 6.22 6.31 8.53 5.14 4.60 0.28
Data as of 06/09/2026, Common starting date is 10/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORAZX (Oppnhmr Rochester Arizona Mncpl Fd Cl A) -3.87%
Dec 2006 – Dec 2009
-0.66%
Apr 2013 – Apr 2018
2.27%
Jul 2007 – Jul 2017
3.67%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORAZX (Oppnhmr Rochester Arizona Mncpl Fd Cl A) 19.92%
Jan 2009 – Jan 2012
11.53%
Mar 2009 – Mar 2014
7.65%
Jan 2013 – Jan 2023
3.97%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return