Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) | -11.63% | 1.59% | -10.12% | -4.83% | -1.83% | 3.36% | NA | 4.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) | 01/04/2010 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 01/04/2010.
AR inception is since 01/04/2010.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.10 | 1.59 | -10.12 | -4.83 | -1.83 | 3.36 | NA | 4.10 | -11.63 | 15.34 | 25.03 | -54.46 | -2.48 | 17.27 | 22.71 | -6.84 | 18.67 | 2.45 | -4.34 | 4.20 | 39.53 | 10.98 | 1.47 | 26.46 |
| Sharpe Ratio | NA | -0.20 | -0.40 | -0.21 | -0.14 | NA | NA | 0.12 | -1.20 | 0.45 | 1.11 | -0.99 | -0.11 | 0.47 | 1.37 | -0.42 | 1.68 | 0.12 | -0.24 | 0.26 | 2.87 | 0.66 | 0.05 | 1.32 |
| Standard Deviation(%) | NA | 23.42 | 36.19 | 32.08 | 27.08 | NA | NA | 24.85 | 29.72 | 19.24 | 18.87 | 56.30 | 22.93 | 36.41 | 15.51 | 19.33 | 10.77 | 18.29 | 17.98 | 16.18 | 13.74 | 16.63 | 30.09 | 20.12 |
| Draw Down(%) | NA | 26.19 | 44.61 | 63.74 | 63.74 | NA | NA | 63.74 | 23.39 | 8.70 | 15.38 | 55.43 | 20.18 | 36.79 | 10.77 | 28.59 | 4.43 | 18.07 | 18.12 | 9.86 | 5.36 | 9.99 | 25.32 | 14.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 7.68 | 10.08 | 8.41 | 11.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.79 | 14.47 | 66.85 | 6.26 | 5.95 | 6.58 | 6.35 | 3.18 | 4.88 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) |
-21.79%
Nov 2020 - Nov 2023 |
-12.04%
Sep 2018 - Sep 2023 |
-2.74%
Oct 2013 - Oct 2023 |
3.99%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIYX (OAK RIDGE SMALL CAP GROWTH FUND CLASS I) |
22.19%
Aug 2010 - Aug 2013 |
18.56%
Jun 2010 - Jun 2015 |
12.15%
Aug 2010 - Aug 2020 |
4.97%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart