Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBAIX (Oppenheimer Aggrssv Invstr Fd Cl B Shs) | NA | 11.04% | 6.26% | 9.40% | 5.93% | NA | NA | … | … |
Data as of 06/22/2018, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBAIX (Oppenheimer Aggrssv Invstr Fd Cl B Shs) | 04/13/2005 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.04 | 6.26 | 9.40 | 5.93 | NA | NA | … | … | 1.92 | 23.91 | 2.81 | -1.15 | 1.51 | 26.66 | 16.55 | -9.05 | 15.95 | 38.86 | -42.11 | 6.65 | 13.33 | 11.90 |
| Sharpe Ratio | NA | 0.98 | 0.46 | 0.74 | 0.28 | NA | NA | … | … | 0.22 | 3.50 | 0.18 | -0.08 | 0.14 | 2.44 | 1.22 | -0.37 | 0.83 | 1.33 | -1.06 | 0.22 | 0.87 | 1.50 |
| Standard Deviation(%) | NA | 10.27 | 12.58 | 11.92 | 20.56 | NA | NA | … | … | 13.43 | 6.68 | 14.55 | 13.91 | 11.04 | 10.91 | 13.65 | 24.78 | 19.05 | 29.16 | 40.60 | 16.62 | 11.61 | 9.70 |
| Draw Down(%) | NA | 9.02 | 19.29 | 19.39 | 50.99 | NA | NA | … | … | 9.02 | 1.91 | 12.43 | 13.94 | 10.52 | 7.43 | 12.46 | 23.74 | 14.79 | 26.32 | 51.14 | 11.37 | 11.74 | 4.91 |
| Yield(%) | 0.00 | 1.01 | 0.68 | 0.53 | 0.86 | 1.15 | 0.86 | … | … | 0.00 | 1.14 | 0.84 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.43 | 4.04 | 3.57 | 1.42 | 1.15 |
Data as of 06/22/2018, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBAIX (Oppenheimer Aggrssv Invstr Fd Cl B Shs) |
-17.27%
Feb 2006 – Feb 2009 |
-3.52%
May 2007 – May 2012 |
3.04%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBAIX (Oppenheimer Aggrssv Invstr Fd Cl B Shs) |
24.26%
Feb 2009 – Feb 2012 |
20.93%
Feb 2009 – Feb 2014 |
6.22%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
