Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMVIX (Oppenheimer Emerging Markets Innovators) | NA | 6.11% | -7.00% | -3.39% | NA | NA | NA | … | … |
Data as of 07/03/2023, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMVIX (Oppenheimer Emerging Markets Innovators) | 07/01/2014 | 07/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.11 | -7.00 | -3.39 | NA | NA | NA | … | … | 3.10 | -26.68 | -21.82 | 23.21 | 24.42 | -22.17 | 41.14 | -0.83 | -5.52 | -10.96 |
| Sharpe Ratio | NA | 0.15 | -0.41 | -0.22 | NA | NA | NA | … | … | 0.14 | -1.15 | -1.14 | 0.80 | 1.78 | -1.38 | 4.45 | -0.08 | -0.37 | -1.83 |
| Standard Deviation(%) | NA | 16.86 | 18.82 | 20.57 | NA | NA | NA | … | … | 12.39 | 24.44 | 19.22 | 28.56 | 12.95 | 16.98 | 9.14 | 13.13 | 15.07 | 11.22 |
| Draw Down(%) | NA | 17.08 | 48.87 | 48.87 | NA | NA | NA | … | … | 7.60 | 36.61 | 30.60 | 36.31 | 10.14 | 30.79 | 3.33 | 12.10 | 20.98 | 15.80 |
| Yield(%) | 0.00 | 0.00 | 5.00 | 3.14 | 1.81 | 1.21 | 0.91 | … | … | 0.00 | 0.00 | 9.81 | 3.47 | 0.00 | 0.00 | 0.72 | 0.00 | 0.00 | 0.25 |
Data as of 07/03/2023, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMVIX (Oppenheimer Emerging Markets Innovators) |
-9.14%
Oct 2019 – Oct 2022 |
-6.13%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMVIX (Oppenheimer Emerging Markets Innovators) |
13.65%
Oct 2018 – Oct 2021 |
12.70%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
