Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORDNX (OAK RIDGE DIVIDEND GROWTH FUND CLASS I) | 0.80% | 5.59% | 11.42% | 6.85% | 11.65% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORDNX (OAK RIDGE DIVIDEND GROWTH FUND CLASS I) | 07/01/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 5.59 | 11.42 | 6.85 | 11.65 | NA | NA | … | … | 0.80 | 7.31 | 14.82 | 15.25 | -13.37 | 27.52 | 12.25 | 30.48 | -0.94 | 20.57 | 10.65 | -0.91 | 10.85 | 14.94 |
| Sharpe Ratio | NA | 1.28 | 2.54 | 0.65 | 0.71 | NA | NA | … | … | -0.21 | 1.88 | 3.74 | 1.30 | -2.67 | 2.06 | 0.35 | 2.44 | -0.14 | 3.10 | 0.82 | -0.06 | 1.02 | 3.53 |
| Standard Deviation(%) | NA | 2.29 | 3.22 | 6.68 | 14.23 | NA | NA | … | … | 3.03 | 2.36 | 3.00 | 9.00 | 5.56 | 13.35 | 34.62 | 11.87 | 16.29 | 6.45 | 12.78 | 15.32 | 10.58 | 9.02 |
| Draw Down(%) | NA | 2.65 | 5.70 | 17.97 | 34.40 | NA | NA | … | … | 2.65 | 2.91 | 2.10 | 11.99 | 17.01 | 7.05 | 34.40 | 5.66 | 16.41 | 2.25 | 9.52 | 13.41 | 6.92 | 4.47 |
| Yield(%) | 0.00 | 6.21 | 6.41 | 7.69 | 8.94 | 7.68 | 5.76 | … | … | 1.21 | 7.00 | 5.98 | 6.21 | 12.24 | 10.10 | 3.01 | 1.86 | 3.00 | 1.45 | 2.90 | 2.87 | 1.64 | 0.79 |
Data as of 06/05/2026, Common starting date is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORDNX (OAK RIDGE DIVIDEND GROWTH FUND CLASS I) |
4.66%
Dec 2021 – Dec 2024 |
5.88%
Mar 2015 – Mar 2020 |
9.92%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORDNX (OAK RIDGE DIVIDEND GROWTH FUND CLASS I) |
23.15%
Dec 2018 – Dec 2021 |
17.49%
Oct 2016 – Oct 2021 |
12.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart