Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAAYX (Oppenheimer Active Allctn Fd Cl Y Shs) | 11.50% | 22.99% | 15.15% | 4.46% | 6.61% | 6.45% | 5.13% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAAYX (Oppenheimer Active Allctn Fd Cl Y Shs) | 04/07/2005 | 06/04/2026 |
| 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 (%) | 0.77 | 22.99 | 15.15 | 4.46 | 6.61 | 6.45 | 5.13 | … | … | 11.50 | 15.81 | 9.98 | 13.83 | -21.62 | 7.45 | 1.42 | 23.63 | -9.41 | 19.58 | 4.60 | -0.81 | 3.13 | 23.62 | 13.62 | -4.94 | 15.48 | 27.61 | -40.27 | 5.95 | 14.38 | 8.71 |
| Sharpe Ratio | NA | 1.96 | 1.05 | 0.15 | 0.35 | NA | NA | … | … | 2.02 | 0.97 | 0.64 | 1.04 | -1.30 | 0.61 | 0.04 | 2.41 | -0.89 | 3.43 | 0.38 | -0.07 | 0.33 | 2.31 | 1.41 | -0.29 | 1.10 | 1.28 | -1.30 | 0.22 | 1.23 | 1.41 |
| Standard Deviation(%) | NA | 10.65 | 11.48 | 12.93 | 14.14 | NA | NA | … | … | 12.77 | 13.31 | 9.97 | 9.84 | 17.84 | 12.10 | 27.62 | 9.20 | 12.22 | 5.55 | 11.45 | 11.27 | 9.29 | 10.20 | 9.68 | 17.38 | 14.05 | 21.53 | 31.61 | 12.54 | 8.95 | 6.80 |
| Draw Down(%) | NA | 7.87 | 13.31 | 31.05 | 31.18 | NA | NA | … | … | 7.87 | 13.31 | 5.81 | 10.18 | 25.48 | 9.36 | 31.18 | 5.22 | 17.78 | 1.56 | 10.09 | 11.06 | 7.63 | 6.45 | 8.71 | 17.29 | 10.68 | 22.05 | 48.62 | 9.38 | 8.72 | 4.37 |
| Yield(%) | 0.00 | 5.56 | 5.39 | 3.23 | 3.83 | 3.80 | 3.30 | … | … | 0.00 | 5.84 | 6.21 | 3.65 | 1.29 | 2.45 | 1.12 | 10.09 | 1.62 | 1.55 | 1.32 | 1.77 | 1.36 | 1.94 | 1.89 | 2.47 | 1.70 | 1.76 | 3.05 | 5.35 | 2.87 | 2.32 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAAYX (Oppenheimer Active Allctn Fd Cl Y Shs) |
-15.72%
Feb 2006 – Feb 2009 |
-3.55%
May 2007 – May 2012 |
2.63%
Oct 2013 – Oct 2023 |
1.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAAYX (Oppenheimer Active Allctn Fd Cl Y Shs) |
20.74%
Feb 2009 – Feb 2012 |
17.99%
Feb 2009 – Feb 2014 |
11.31%
Feb 2009 – Feb 2019 |
8.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart