Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRBX (Oppenheimer Disciplined Value Fund Cl B) | NA | 8.83% | 5.83% | 9.52% | 5.93% | 7.06% | 4.79% | … | … |
Data as of 06/22/2018, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRBX (Oppenheimer Disciplined Value Fund Cl B) | 12/27/1995 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.83 | 5.83 | 9.52 | 5.93 | 7.06 | 4.79 | … | … | -0.08 | 15.13 | 11.51 | -4.51 | 9.75 | 29.25 | 12.51 | -5.60 | 13.70 | 32.66 | -42.20 | 5.43 | 14.78 | 5.56 | 14.21 | 31.14 | -13.72 | 2.20 | -2.29 | -5.41 | 7.70 | 23.05 | 16.42 | -4.56 |
| Sharpe Ratio | NA | 0.65 | 0.38 | 0.68 | 0.26 | NA | NA | … | … | -0.08 | 1.85 | 0.73 | -0.29 | 0.80 | 2.51 | 0.98 | -0.23 | 0.68 | 1.15 | -0.94 | 0.15 | 1.19 | 0.34 | 1.18 | 1.90 | -0.62 | -0.01 | -0.32 | -0.62 | 0.25 | 1.27 | 1.32 | -1.23 |
| Standard Deviation(%) | NA | 12.06 | 14.02 | 13.14 | 21.83 | NA | NA | … | … | 15.91 | 7.87 | 15.40 | 15.59 | 12.09 | 11.64 | 12.84 | 24.18 | 19.90 | 28.33 | 45.72 | 16.37 | 9.73 | 9.91 | 11.26 | 16.06 | 23.87 | 19.49 | 19.57 | 13.83 | 17.44 | 15.27 | 9.69 | 83.66 |
| Draw Down(%) | NA | 10.00 | 20.84 | 20.84 | 49.59 | NA | NA | … | … | 10.00 | 4.22 | 14.12 | 13.15 | 9.86 | 5.62 | 11.23 | 24.33 | 17.41 | 24.55 | 53.78 | 13.80 | 8.01 | 6.78 | 10.09 | 15.37 | 30.90 | 24.37 | 16.29 | 16.18 | 24.37 | 9.84 | 8.81 | 5.88 |
| Yield(%) | 0.00 | 4.91 | 2.10 | 1.93 | 1.19 | 2.63 | 2.35 | … | … | 0.06 | 5.13 | 0.90 | 0.33 | 0.57 | 0.47 | 0.32 | 0.00 | 0.00 | 0.86 | 0.25 | 7.48 | 3.72 | 4.59 | 0.96 | 0.00 | 0.00 | 0.00 | 0.14 | 13.71 | 4.23 | 14.46 | 8.35 | 0.08 |
Data as of 06/22/2018, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRBX (Oppenheimer Disciplined Value Fund Cl B) |
-15.96%
Feb 2006 – Feb 2009 |
-6.89%
Feb 2004 – Feb 2009 |
-2.05%
Feb 1999 – Feb 2009 |
2.58%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRBX (Oppenheimer Disciplined Value Fund Cl B) |
21.11%
Sep 2002 – Sep 2005 |
19.24%
Feb 2009 – Feb 2014 |
7.52%
Apr 1997 – Apr 2007 |
8.26%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart