Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBCIX (Oppenhemier Cnsrvtv Invstr Fd Cl B Shs) | NA | 2.70% | 2.64% | 3.87% | 0.27% | NA | NA | … | … |
Data as of 06/22/2018, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBCIX (Oppenhemier Cnsrvtv Invstr Fd Cl B Shs) | 04/08/2005 | 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 | 2.70 | 2.64 | 3.87 | 0.27 | NA | NA | … | … | -0.62 | 8.30 | 4.00 | -2.44 | 3.00 | 5.68 | 8.14 | 0.24 | 10.31 | 14.57 | -36.96 | 4.72 | 7.24 | 4.61 |
| Sharpe Ratio | NA | 0.44 | 0.50 | 0.79 | 0.00 | NA | NA | … | … | -0.48 | 2.84 | 0.79 | -0.52 | 0.76 | 0.32 | 1.85 | 0.03 | 1.54 | 1.42 | -2.13 | 0.34 | 1.01 | 1.20 |
| Standard Deviation(%) | NA | 4.00 | 4.35 | 4.28 | 9.54 | NA | NA | … | … | 5.10 | 2.71 | 4.76 | 4.75 | 3.92 | 17.51 | 4.42 | 7.47 | 6.65 | 10.21 | 17.72 | 4.95 | 3.93 | 3.35 |
| Draw Down(%) | NA | 4.15 | 6.96 | 8.07 | 45.72 | NA | NA | … | … | 4.15 | 1.19 | 3.68 | 5.75 | 3.37 | 11.18 | 3.75 | 8.32 | 5.13 | 15.30 | 44.90 | 3.65 | 3.20 | 2.49 |
| Yield(%) | 0.00 | 0.25 | 0.80 | 0.85 | 1.07 | 1.34 | 1.00 | … | … | 0.00 | 0.26 | 1.01 | 1.22 | 0.74 | 0.80 | 1.28 | 2.10 | 2.06 | 0.22 | 3.36 | 3.88 | 2.66 | 1.51 |
Data as of 06/22/2018, 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 |
|---|---|---|---|---|
| OBCIX (Oppenhemier Cnsrvtv Invstr Fd Cl B Shs) |
-14.55%
Feb 2006 – Feb 2009 |
-3.90%
May 2007 – May 2012 |
-0.11%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBCIX (Oppenhemier Cnsrvtv Invstr Fd Cl B Shs) |
13.87%
Feb 2009 – Feb 2012 |
10.35%
Feb 2009 – Feb 2014 |
1.03%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart