Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAAAX (Oppenheimer Active Allctn Fd Cl A Shs) | 11.01% | 22.69% | 14.76% | 4.27% | 6.33% | 6.08% | 4.78% | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAAAX (Oppenheimer Active Allctn Fd Cl A Shs) | 04/08/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 22.69 | 14.76 | 4.27 | 6.33 | 6.08 | 4.78 | … | … | 11.01 | 15.57 | 9.76 | 13.48 | -21.82 | 7.03 | 1.09 | 23.28 | -9.66 | 19.37 | 4.35 | -1.12 | 3.18 | 22.96 | 13.13 | -5.14 | 14.66 | 27.09 | -40.47 | 5.48 | 13.94 | 8.95 |
| Sharpe Ratio | NA | 1.92 | 1.02 | 0.12 | 0.33 | NA | NA | … | … | 1.99 | 0.95 | 0.62 | 1.01 | -1.31 | 0.58 | 0.03 | 2.39 | -0.91 | 3.44 | 0.36 | -0.10 | 0.34 | 2.25 | 1.36 | -0.30 | 1.04 | 1.25 | -1.31 | 0.18 | 1.19 | 1.46 |
| Standard Deviation(%) | NA | 10.66 | 11.48 | 12.92 | 14.14 | NA | NA | … | … | 12.73 | 13.38 | 9.91 | 9.78 | 17.81 | 12.15 | 27.69 | 9.14 | 12.22 | 5.46 | 11.46 | 11.23 | 9.27 | 10.20 | 9.66 | 17.33 | 14.03 | 21.52 | 31.43 | 12.77 | 8.87 | 6.83 |
| Draw Down(%) | NA | 7.86 | 13.31 | 31.28 | 31.28 | NA | NA | … | … | 7.86 | 13.31 | 5.80 | 10.16 | 25.62 | 9.47 | 31.17 | 5.23 | 17.98 | 1.57 | 10.12 | 11.19 | 7.64 | 6.53 | 8.71 | 17.40 | 11.04 | 22.09 | 48.65 | 9.37 | 8.75 | 4.38 |
| Yield(%) | 0.00 | 5.44 | 5.22 | 3.09 | 3.63 | 3.49 | 3.02 | … | … | 0.00 | 5.69 | 6.06 | 3.45 | 1.11 | 2.21 | 0.90 | 9.96 | 1.62 | 1.31 | 1.02 | 1.48 | 1.04 | 1.64 | 1.63 | 2.14 | 1.02 | 1.31 | 3.07 | 5.05 | 2.61 | 2.22 |
Data as of 06/03/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAAAX (Oppenheimer Active Allctn Fd Cl A Shs) |
-16.06%
Feb 2006 – Feb 2009 |
-3.97%
May 2007 – May 2012 |
2.35%
Oct 2013 – Oct 2023 |
1.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAAAX (Oppenheimer Active Allctn Fd Cl A Shs) |
20.21%
Feb 2009 – Feb 2012 |
17.54%
Feb 2009 – Feb 2014 |
10.96%
Feb 2009 – Feb 2019 |
7.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart