Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORIAX (Oak Ridge Intl Small Cap Fund Class A) | NA | -6.92% | -5.00% | NA | NA | NA | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIAX (Oak Ridge Intl Small Cap Fund Class A) | 12/02/2015 | 05/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | -6.92 | -5.00 | NA | NA | NA | NA | … | … | -18.56 | 23.59 | -31.53 | 31.26 | 5.26 | -1.22 |
| Sharpe Ratio | NA | -0.27 | -0.31 | NA | NA | NA | NA | … | … | -0.93 | 1.90 | -1.90 | 3.82 | 0.31 | -1.23 |
| Standard Deviation(%) | NA | 28.74 | 19.58 | NA | NA | NA | NA | … | … | 43.00 | 11.78 | 17.33 | 8.06 | 16.50 | 11.69 |
| Draw Down(%) | NA | 39.48 | 46.09 | NA | NA | NA | NA | … | … | 39.48 | 9.59 | 37.42 | 2.62 | 13.45 | 4.26 |
| Yield(%) | 0.00 | 0.86 | 6.15 | 4.67 | 2.33 | 1.56 | 1.17 | … | … | 0.00 | 2.29 | 6.72 | 11.40 | 1.47 | 0.00 |
Data as of 05/29/2020, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIAX (Oak Ridge Intl Small Cap Fund Class A) |
-7.06%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIAX (Oak Ridge Intl Small Cap Fund Class A) |
7.88%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart