Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAMIX (Oppenheimer Moderate Investor Fund Class A Sh) | 9.39% | 19.52% | 12.67% | 5.16% | 7.21% | 6.54% | 4.87% | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAMIX (Oppenheimer Moderate Investor Fund Class A Sh) | 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 (%) | 0.69 | 19.52 | 12.67 | 5.16 | 7.21 | 6.54 | 4.87 | … | … | 9.39 | 13.30 | 8.20 | 12.23 | -17.71 | 10.20 | 11.60 | 19.89 | -6.87 | 15.01 | 4.70 | -1.20 | 4.02 | 16.63 | 11.43 | -1.40 | 13.25 | 22.00 | -39.10 | 6.07 | 10.07 | 6.74 |
| Sharpe Ratio | NA | 1.98 | 1.03 | 0.25 | 0.51 | NA | NA | … | … | 2.03 | 0.97 | 0.55 | 1.04 | -1.34 | 1.19 | 0.55 | 2.54 | -0.89 | 3.39 | 0.52 | -0.14 | 0.56 | 1.42 | 1.55 | -0.11 | 1.23 | 1.33 | -1.68 | 0.35 | 1.13 | 1.36 |
| Standard Deviation(%) | NA | 8.71 | 9.46 | 10.36 | 10.96 | NA | NA | … | … | 10.40 | 10.80 | 8.29 | 8.31 | 14.32 | 8.57 | 20.73 | 7.24 | 9.33 | 4.26 | 8.61 | 8.62 | 7.17 | 11.72 | 7.40 | 12.96 | 10.69 | 16.51 | 23.83 | 8.35 | 5.89 | 5.08 |
| Draw Down(%) | NA | 6.20 | 10.98 | 24.41 | 26.79 | NA | NA | … | … | 6.20 | 10.95 | 4.41 | 8.87 | 23.37 | 4.46 | 26.79 | 4.19 | 13.61 | 1.26 | 7.70 | 8.61 | 5.70 | 6.05 | 6.53 | 13.27 | 8.25 | 18.98 | 47.51 | 5.81 | 5.16 | 3.12 |
| Yield(%) | 0.00 | 4.70 | 3.49 | 3.89 | 5.41 | 4.88 | 3.81 | … | … | 0.00 | 4.87 | 3.72 | 1.26 | 3.46 | 8.37 | 10.86 | 11.73 | 2.73 | 2.08 | 1.68 | 0.75 | 2.46 | 1.46 | 1.85 | 2.38 | 2.52 | 0.14 | 4.33 | 4.83 | 2.80 | 1.74 |
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 |
|---|---|---|---|---|
| OAMIX (Oppenheimer Moderate Investor Fund Class A Sh) |
-15.16%
Feb 2006 – Feb 2009 |
-3.27%
May 2007 – May 2012 |
1.93%
Feb 2006 – Feb 2016 |
2.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAMIX (Oppenheimer Moderate Investor Fund Class A Sh) |
18.23%
Feb 2009 – Feb 2012 |
15.18%
Feb 2009 – Feb 2014 |
9.65%
Feb 2009 – Feb 2019 |
8.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart