Invesco Rochester AMT-Free New York Municipal Fd A (OPNYX)

10.50 -0.03 (-0.28%) USD  |  Dec 17 2024
More

OPNYX Historical Sortino (5Y)

Historical Sortino (5Y) Chart

View Historical Sortino (5Y) for OPNYX.
Upgrade now.
Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
View Cumulative Total Returns Versus Peers
Start Trial

Historical Data

View Historical Data
Start Trial

Sortino Ratio Definition

View Sortino Ratio Definition
Start Trial

The Sortino Ratio is named after Frank Sortino, who is widely recognized for his use of downside risk.

Read full definition.

Historical Sortino (5Y) Range, Past 5 Years

View Historical Sortino (5Y) Range, Past 5 Years
Start Trial
--
Minimum
--
Maximum
--
Average
--
Median

Historical Sortino (5Y) Benchmarks

View Historical Sortino (5Y) Benchmarks
Start Trial
Nuveen New York Municipal Bond Fund A Upgrade
NYLI MacKay NY Muni Fund A Upgrade
Invesco Rochester New York Municipals Fund A Upgrade
Putnam New York Tax Exempt Income Fund A Upgrade
American Funds Tax-Exempt Fund of New York A Upgrade

Historical Sortino (5Y) Related Metrics

Alpha (5Y) Upgrade
Beta (5Y) Upgrade
Alpha (vs YCharts Benchmark) (5Y) Upgrade
Beta (vs YCharts Benchmark) (5Y) Upgrade
Annualized Standard Deviation of Monthly Returns (5Y Lookback) Upgrade
Historical Sharpe Ratio (5Y) Upgrade
Max Drawdown (5Y) Upgrade
Monthly Value at Risk (VaR) 5% (5Y Lookback) Upgrade

Historical Sortino (5Y) Excel Add-In Codes

View Historical Sortino (5Y) Excel Add-In Codes
Start Trial
Metric Code: historical_sortino_5y
Latest Data Point: =YCP("M:OPNYX", "historical_sortino_5y")
Last 5 Data Points: =YCS("M:OPNYX", "historical_sortino_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.