Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OACIX (Oppenhemier Cnsrvtv Invstr Fd Cl A Shs) | 3.91% | 10.79% | 7.39% | 1.46% | 3.54% | 3.56% | 2.42% | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OACIX (Oppenhemier Cnsrvtv 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 (%) | 0.43 | 10.79 | 7.39 | 1.46 | 3.54 | 3.56 | 2.42 | … | … | 3.91 | 9.39 | 4.39 | 7.84 | -16.31 | 1.99 | 8.29 | 12.36 | -3.49 | 9.17 | 4.76 | -1.66 | 2.73 | 7.60 | 8.93 | 1.13 | 11.62 | 15.79 | -36.50 | 5.69 | 8.08 | 5.23 |
| Sharpe Ratio | NA | 1.73 | 0.85 | -0.19 | 0.31 | NA | NA | … | … | 1.25 | 1.29 | 0.16 | 0.75 | -2.15 | 0.50 | 0.66 | 3.10 | -1.01 | 3.28 | 0.94 | -0.36 | 0.64 | 0.43 | 2.03 | 0.15 | 1.75 | 1.53 | -2.10 | 0.51 | 1.21 | 1.43 |
| Standard Deviation(%) | NA | 4.70 | 5.18 | 5.84 | 6.19 | NA | NA | … | … | 5.66 | 5.04 | 4.85 | 5.63 | 8.29 | 3.90 | 12.20 | 3.52 | 4.87 | 2.61 | 4.83 | 4.71 | 4.22 | 17.44 | 4.41 | 7.49 | 6.60 | 10.24 | 17.82 | 5.02 | 3.88 | 3.34 |
| Draw Down(%) | NA | 3.48 | 5.74 | 21.31 | 21.31 | NA | NA | … | … | 3.48 | 4.26 | 2.90 | 5.96 | 19.53 | 2.85 | 18.06 | 2.03 | 6.93 | 1.20 | 3.57 | 5.51 | 3.24 | 11.09 | 3.72 | 8.01 | 5.08 | 15.08 | 44.73 | 3.53 | 3.09 | 2.38 |
| Yield(%) | 0.00 | 3.72 | 3.83 | 2.89 | 3.23 | 3.04 | 2.58 | … | … | 0.00 | 3.82 | 4.41 | 3.26 | 1.64 | 3.51 | 2.25 | 6.86 | 2.17 | 2.30 | 2.23 | 2.21 | 1.76 | 1.79 | 2.22 | 2.98 | 3.40 | 1.20 | 3.99 | 4.58 | 3.32 | 1.82 |
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 |
|---|---|---|---|---|
| OACIX (Oppenhemier Cnsrvtv Invstr Fd Cl A Shs) |
-13.81%
Feb 2006 – Feb 2009 |
-2.99%
May 2007 – May 2012 |
0.76%
Nov 2006 – Nov 2016 |
0.54%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OACIX (Oppenhemier Cnsrvtv Invstr Fd Cl A Shs) |
15.01%
Feb 2009 – Feb 2012 |
11.35%
Feb 2009 – Feb 2014 |
7.14%
Feb 2009 – Feb 2019 |
5.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart