Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIGYX (Oppenheimer Main Street Fund Class Y) | 5.15% | 6.39% | 10.90% | 6.90% | 7.58% | 10.46% | 7.71% | 6.96% |
Data as of 06/25/2025, AR inception is 12/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGYX (Oppenheimer Main Street Fund Class Y) | 12/09/1996 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.04 | 6.39 | 10.90 | 6.90 | 7.58 | 10.46 | 7.71 | 6.96 | 5.15 | 17.76 | 14.87 | -22.81 | 7.38 | 11.97 | 32.24 | -8.04 | 17.04 | 11.73 | 3.17 | 10.80 | 31.90 | 17.05 | 0.19 | 16.32 | 29.50 | -38.60 | 4.52 | 15.39 | 6.20 | 9.73 | 27.21 | -19.29 | -10.33 | -7.73 | 17.44 | 25.32 | 18.00 | -7.58 |
| Sharpe Ratio | NA | 0.05 | 0.49 | 0.22 | 0.30 | NA | NA | 0.26 | 0.13 | 0.82 | 0.71 | -1.00 | 0.33 | 0.35 | 1.85 | -0.58 | 2.46 | 0.92 | 0.21 | 0.94 | 2.87 | 1.34 | 0.01 | 0.92 | 0.99 | -0.92 | 0.09 | 1.16 | 0.39 | 0.78 | 1.68 | -0.88 | -0.71 | -0.55 | 0.87 | 1.12 | 0.78 | -2.72 |
| Standard Deviation(%) | NA | 20.46 | 18.11 | 19.77 | 19.61 | NA | NA | 19.77 | 25.02 | 13.61 | 15.15 | 24.27 | 22.56 | 33.73 | 16.63 | 16.22 | 6.71 | 12.50 | 15.14 | 11.45 | 11.12 | 12.84 | 23.09 | 17.72 | 29.61 | 42.98 | 16.42 | 10.52 | 10.45 | 11.28 | 15.81 | 23.21 | 18.18 | 21.53 | 16.25 | 19.68 | 18.44 | 28.28 |
| Draw Down(%) | NA | 22.14 | 22.14 | 38.24 | 38.24 | NA | NA | 56.97 | 19.35 | 9.06 | 11.82 | 26.33 | 19.83 | 34.37 | 7.61 | 20.00 | 2.65 | 9.92 | 11.28 | 8.14 | 5.61 | 10.97 | 17.36 | 15.27 | 28.61 | 51.41 | 12.14 | 8.90 | 7.06 | 8.09 | 13.27 | 28.66 | 25.13 | 19.30 | 9.91 | 21.01 | 12.04 | 9.38 |
| Yield(%) | 0.00 | 0.97 | 0.91 | 0.99 | 5.20 | 8.18 | 6.07 | 6.11 | 0.00 | 1.14 | 0.24 | 1.04 | 1.01 | 0.96 | 10.50 | 15.50 | 8.41 | 3.54 | 12.87 | 12.24 | 1.44 | 2.19 | 0.91 | 1.08 | 1.73 | 1.45 | 14.44 | 5.68 | 1.50 | 1.61 | 1.07 | 0.72 | 0.49 | 5.56 | 11.34 | 5.44 | 1.72 | 0.30 |
Data as of 06/25/2025, AR inception is 12/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGYX (Oppenheimer Main Street Fund Class Y) |
-16.00%
Feb 2006 - Feb 2009 |
-7.13%
Feb 2004 - Feb 2009 |
-3.20%
Feb 1999 - Feb 2009 |
3.67%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGYX (Oppenheimer Main Street Fund Class Y) |
26.07%
Feb 2009 - Feb 2012 |
23.31%
Feb 2009 - Feb 2014 |
15.85%
Feb 2009 - Feb 2019 |
12.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart