Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OEGYX (Oppenhmr Discovery Mid Cap Grwth Fd Cl Y) | 4.54% | 17.51% | 11.13% | 7.75% | 10.61% | 13.25% | 10.19% | 9.13% |
Data as of 07/30/2025, AR inception is 11/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEGYX (Oppenhmr Discovery Mid Cap Grwth Fd Cl Y) | 11/28/2000 | 07/30/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | 17.51 | 11.13 | 7.75 | 10.61 | 13.25 | 10.19 | 9.13 | 4.54 | 19.74 | 13.24 | -30.92 | 2.11 | 36.13 | 39.33 | -6.50 | 28.35 | 2.15 | 6.21 | 5.52 | 35.46 | 16.02 | 0.88 | 27.07 | 24.87 | -38.46 | 23.67 | 7.37 | 5.26 | 5.96 | 64.73 | -36.50 | 0.62 | 3.89 |
| Sharpe Ratio | NA | 0.56 | 0.45 | 0.27 | 0.42 | NA | NA | 0.32 | 0.13 | 0.72 | 0.55 | -1.12 | 0.07 | 1.00 | 2.41 | -0.39 | 2.79 | 0.12 | 0.39 | 0.32 | 2.43 | 1.00 | 0.03 | 1.24 | 0.96 | -1.03 | 1.07 | 0.21 | 0.18 | 0.21 | 2.54 | -1.09 | -0.05 | 1.23 |
| Standard Deviation(%) | NA | 24.80 | 20.52 | 22.67 | 21.89 | NA | NA | 23.74 | 28.32 | 18.33 | 16.36 | 28.84 | 28.14 | 35.90 | 15.72 | 20.01 | 9.98 | 15.76 | 16.05 | 17.38 | 14.57 | 16.06 | 29.14 | 21.80 | 25.68 | 38.14 | 19.45 | 19.67 | 17.53 | 23.72 | 25.23 | 34.52 | 34.31 | 41.32 |
| Draw Down(%) | NA | 28.58 | 28.58 | 39.25 | 39.25 | NA | NA | 53.44 | 27.29 | 12.31 | 16.35 | 36.01 | 22.93 | 35.24 | 7.11 | 24.96 | 3.21 | 16.35 | 11.43 | 15.32 | 5.66 | 10.43 | 25.00 | 15.99 | 20.73 | 48.59 | 10.78 | 20.53 | 14.76 | 30.09 | 13.31 | 52.25 | 37.57 | 12.89 |
| Yield(%) | 0.00 | 4.47 | 1.74 | 5.45 | 6.71 | 10.93 | 8.47 | 8.24 | 0.00 | 5.04 | 0.00 | 0.00 | 16.60 | 4.15 | 5.22 | 7.95 | 9.79 | 0.83 | 3.98 | 9.48 | 5.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.14 | 5.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 |
Data as of 07/30/2025, AR inception is 11/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGYX (Oppenhmr Discovery Mid Cap Grwth Fd Cl Y) |
-13.67%
Feb 2006 - Feb 2009 |
-5.77%
Feb 2004 - Feb 2009 |
3.76%
Jan 2001 - Jan 2011 |
5.84%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGYX (Oppenhmr Discovery Mid Cap Grwth Fd Cl Y) |
32.48%
Dec 2018 - Dec 2021 |
25.40%
Feb 2009 - Feb 2014 |
17.79%
Sep 2011 - Sep 2021 |
15.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart