Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRCX (Oppenheimer Value C) | 7.22% | 24.08% | 14.82% | 5.84% | 8.82% | 8.36% | 6.55% | … | … |
Data as of 06/04/2026, Common starting date is 06/17/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRCX (Oppenheimer Value C) | 06/17/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 24.08 | 14.82 | 5.84 | 8.82 | 8.36 | 6.55 | … | … | 7.22 | 17.71 | 11.13 | 11.31 | -12.00 | 23.44 | -1.07 | 26.33 | -12.09 | 15.08 | 11.54 | -4.49 | 9.75 | 29.29 | 12.68 | -5.49 | 13.84 | 32.65 | -42.14 | 5.48 | 14.91 | 5.64 | 14.30 | 31.09 | -13.68 | 2.29 | -2.21 | -5.54 | 3.50 | 8.44 | 2.83 |
| Sharpe Ratio | NA | 1.75 | 0.84 | 0.20 | 0.35 | NA | NA | … | … | 1.05 | 0.88 | 0.63 | 0.58 | -0.52 | 1.33 | -0.03 | 1.86 | -0.84 | 1.83 | 0.74 | -0.29 | 0.80 | 2.52 | 0.99 | -0.23 | 0.69 | 1.15 | -0.94 | 0.14 | 1.19 | 0.34 | 1.18 | 1.89 | -0.62 | -0.01 | -0.33 | -0.64 | 0.00 | 0.25 | 0.12 |
| Standard Deviation(%) | NA | 12.22 | 14.00 | 17.41 | 20.49 | NA | NA | … | … | 13.41 | 16.95 | 12.00 | 13.37 | 25.78 | 17.63 | 44.05 | 13.38 | 16.04 | 7.90 | 15.39 | 15.60 | 12.10 | 11.61 | 12.86 | 24.21 | 19.88 | 28.28 | 45.67 | 16.36 | 9.68 | 9.88 | 11.26 | 16.09 | 23.92 | 19.50 | 19.59 | 13.83 | 17.49 | 19.04 | 13.49 |
| Draw Down(%) | NA | 9.92 | 16.51 | 20.25 | 45.29 | NA | NA | … | … | 9.92 | 16.51 | 6.85 | 12.33 | 18.89 | 9.72 | 45.29 | 8.63 | 22.63 | 4.29 | 14.12 | 13.13 | 9.84 | 5.61 | 11.17 | 24.30 | 17.39 | 24.56 | 53.71 | 13.79 | 7.99 | 6.73 | 10.08 | 15.33 | 30.88 | 24.31 | 16.28 | 16.19 | 24.43 | 17.51 | 7.73 |
| Yield(%) | 0.00 | 14.09 | 12.06 | 6.46 | 8.31 | 7.93 | 6.25 | … | … | 0.00 | 14.52 | 16.70 | 4.96 | 0.53 | 0.52 | 1.60 | 28.12 | 11.47 | 5.48 | 1.06 | 0.46 | 0.67 | 0.72 | 0.70 | 0.32 | 0.06 | 1.07 | 0.43 | 7.81 | 3.91 | 4.79 | 0.97 | 0.00 | 0.00 | 0.00 | 0.18 | 13.87 | 0.11 | 0.06 | 0.70 |
Data as of 06/04/2026, Common starting date is 06/17/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRCX (Oppenheimer Value C) |
-15.89%
Feb 2006 – Feb 2009 |
-8.11%
Sep 1997 – Sep 2002 |
-2.01%
Feb 1999 – Feb 2009 |
1.50%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRCX (Oppenheimer Value C) |
21.21%
Feb 2009 – Feb 2012 |
19.34%
Feb 2009 – Feb 2014 |
12.21%
Feb 2009 – Feb 2019 |
10.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart