Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGRWX (Oppenheimer Value A) | 9.28% | -0.62% | 3.33% | 10.01% | 6.10% | 8.85% | 6.06% | 6.50% |
Data as of 07/03/2025, AR inception is 06/20/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRWX (Oppenheimer Value A) | 06/20/1986 | 07/03/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.10 | -0.62 | 3.33 | 10.01 | 6.10 | 8.85 | 6.06 | 6.50 | 9.28 | -2.26 | 8.15 | -10.35 | 24.74 | -0.34 | 27.31 | -11.40 | 15.95 | 12.40 | -3.81 | 10.59 | 30.26 | 13.50 | -4.75 | 14.72 | 33.64 | -41.66 | 6.27 | 15.84 | 6.47 | 15.24 | 32.22 | -12.46 | 2.98 | -1.52 | -4.82 | 8.60 | 24.23 | 17.62 | 27.42 | -4.81 | 8.63 | 0.34 | 26.15 | -8.49 | 22.99 | 14.33 | -16.70 | -4.05 |
| Sharpe Ratio | NA | -0.17 | -0.02 | 0.42 | 0.22 | NA | NA | 0.22 | 0.78 | -0.48 | 0.29 | -0.47 | 1.41 | -0.01 | 1.94 | -0.79 | 1.95 | 0.79 | -0.25 | 0.88 | 2.60 | 1.05 | -0.20 | 0.74 | 1.19 | -0.93 | 0.20 | 1.31 | 0.43 | 1.27 | 1.96 | -0.57 | 0.03 | -0.29 | -0.58 | 0.30 | 1.34 | 1.46 | 2.37 | -0.76 | 0.54 | -0.14 | 1.43 | -0.90 | 1.21 | 0.66 | -0.66 | -0.81 |
| Standard Deviation(%) | NA | 22.64 | 19.54 | 19.58 | 21.26 | NA | NA | 19.23 | 21.05 | 18.41 | 13.34 | 25.09 | 17.57 | 44.05 | 13.38 | 16.05 | 7.90 | 15.39 | 15.58 | 12.08 | 11.61 | 12.90 | 24.18 | 19.86 | 28.29 | 45.67 | 16.38 | 9.67 | 9.92 | 11.25 | 16.08 | 23.95 | 19.52 | 19.61 | 13.81 | 17.43 | 15.36 | 9.58 | 9.96 | 10.24 | 11.99 | 14.14 | 15.58 | 15.15 | 14.24 | 14.67 | 31.22 | 13.96 |
| Draw Down(%) | NA | 26.45 | 26.45 | 26.45 | 45.23 | NA | NA | 58.28 | 16.44 | 18.54 | 12.15 | 17.69 | 9.37 | 45.23 | 8.58 | 22.13 | 4.19 | 14.03 | 12.95 | 9.79 | 5.53 | 11.03 | 24.07 | 17.25 | 24.49 | 53.40 | 13.54 | 7.89 | 6.60 | 9.93 | 15.29 | 30.14 | 24.14 | 16.18 | 15.94 | 24.12 | 9.81 | 8.70 | 6.38 | 9.47 | 8.47 | 9.75 | 7.43 | 24.27 | 11.84 | 8.04 | 34.83 | 10.78 |
| Yield(%) | 0.00 | 1.30 | 1.48 | 2.23 | 5.49 | 7.41 | 5.16 | 7.35 | 0.39 | 1.81 | 1.62 | 1.29 | 1.44 | 2.24 | 27.53 | 11.65 | 5.91 | 1.75 | 1.14 | 1.38 | 1.49 | 1.46 | 1.13 | 0.78 | 1.84 | 1.05 | 8.28 | 4.52 | 5.25 | 1.48 | 0.29 | 0.84 | 0.08 | 1.02 | 14.47 | 4.92 | 14.95 | 8.82 | 1.76 | 1.43 | 2.11 | 1.82 | 2.18 | 2.61 | 4.58 | 1.98 | 1.83 | 1.89 |
Data as of 07/03/2025, AR inception is 06/20/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRWX (Oppenheimer Value A) |
-15.23%
Feb 2006 - Feb 2009 |
-6.06%
Feb 2004 - Feb 2009 |
-1.18%
Feb 1999 - Feb 2009 |
3.16%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRWX (Oppenheimer Value A) |
23.45%
Mar 1995 - Mar 1998 |
20.24%
Feb 2009 - Feb 2014 |
13.06%
Feb 2009 - Feb 2019 |
11.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart