Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAAIX (Oppenheimer Aggrssv Invstr Fd Cl A Shs) | 12.44% | 25.22% | 16.04% | 4.83% | 6.38% | 6.34% | 5.66% | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAAIX (Oppenheimer Aggrssv Invstr 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 (%) | 0.97 | 25.22 | 16.04 | 4.83 | 6.38 | 6.34 | 5.66 | … | … | 12.44 | 16.38 | 10.67 | 14.56 | -23.77 | 9.14 | -4.70 | 26.76 | -13.02 | 24.91 | 3.51 | -0.33 | 1.57 | 28.51 | 17.60 | -8.33 | 17.08 | 40.23 | -41.69 | 7.51 | 14.24 | 11.88 |
| Sharpe Ratio | NA | 1.96 | 1.00 | 0.15 | 0.28 | NA | NA | … | … | 2.08 | 0.88 | 0.62 | 1.01 | -1.25 | 0.71 | -0.14 | 2.24 | -0.98 | 3.64 | 0.23 | -0.03 | 0.14 | 2.61 | 1.30 | -0.34 | 0.90 | 1.37 | -1.05 | 0.26 | 0.93 | 1.45 |
| Standard Deviation(%) | NA | 11.85 | 13.02 | 14.53 | 16.74 | NA | NA | … | … | 14.07 | 15.36 | 11.34 | 10.94 | 20.18 | 12.86 | 34.08 | 11.29 | 14.80 | 6.70 | 14.55 | 13.85 | 11.08 | 10.92 | 13.66 | 24.80 | 18.94 | 29.27 | 40.59 | 16.64 | 11.63 | 9.70 |
| Draw Down(%) | NA | 8.59 | 15.55 | 31.73 | 34.77 | NA | NA | … | … | 8.59 | 15.55 | 7.18 | 11.10 | 26.57 | 9.05 | 34.77 | 6.56 | 22.54 | 1.87 | 12.37 | 13.70 | 10.36 | 7.38 | 12.24 | 23.48 | 14.41 | 26.27 | 50.82 | 11.30 | 11.66 | 4.80 |
| Yield(%) | 0.00 | 5.61 | 5.16 | 2.96 | 4.92 | 4.59 | 4.19 | … | … | 0.00 | 5.87 | 6.08 | 2.85 | 0.92 | 1.85 | 0.64 | 20.26 | 6.10 | 2.90 | 1.94 | 1.25 | 0.79 | 0.92 | 0.89 | 0.70 | 0.52 | 3.04 | 4.27 | 4.29 | 2.00 | 1.39 |
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 |
|---|---|---|---|---|
| OAAIX (Oppenheimer Aggrssv Invstr Fd Cl A Shs) |
-16.58%
Feb 2006 – Feb 2009 |
-2.69%
May 2007 – May 2012 |
1.91%
Oct 2013 – Oct 2023 |
2.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAAIX (Oppenheimer Aggrssv Invstr Fd Cl A Shs) |
25.41%
Feb 2009 – Feb 2012 |
21.98%
Feb 2009 – Feb 2014 |
13.08%
Feb 2009 – Feb 2019 |
8.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart