Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCAIX (Oppenheimer Aggrssv Invstr Fd Cl C Shs) | 12.41% | 24.31% | 15.32% | 3.86% | 5.45% | 5.55% | 4.90% | … | … |
Data as of 06/04/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCAIX (Oppenheimer Aggrssv Invstr Fd Cl C Shs) | 04/13/2005 | 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 (%) | 0.84 | 24.31 | 15.32 | 3.86 | 5.45 | 5.55 | 4.90 | … | … | 12.41 | 15.58 | 9.83 | 13.66 | -24.52 | 8.09 | -6.02 | 25.76 | -13.70 | 24.03 | 2.75 | -1.12 | 1.43 | 26.76 | 16.74 | -8.96 | 15.95 | 41.58 | -42.10 | 6.66 | 13.37 | 11.85 |
| Sharpe Ratio | NA | 1.88 | 0.94 | 0.09 | 0.23 | NA | NA | … | … | 2.00 | 0.83 | 0.55 | 0.93 | -1.29 | 0.62 | -0.18 | 2.14 | -1.02 | 3.49 | 0.17 | -0.08 | 0.13 | 2.46 | 1.23 | -0.36 | 0.83 | 1.42 | -1.06 | 0.21 | 0.85 | 1.47 |
| Standard Deviation(%) | NA | 11.83 | 13.01 | 14.53 | 16.81 | NA | NA | … | … | 14.07 | 15.39 | 11.29 | 10.86 | 20.19 | 12.98 | 34.39 | 11.33 | 14.82 | 6.73 | 14.56 | 13.89 | 10.98 | 10.85 | 13.70 | 24.73 | 19.04 | 29.18 | 40.50 | 16.55 | 11.69 | 9.80 |
| Draw Down(%) | NA | 8.66 | 15.68 | 32.34 | 34.82 | NA | NA | … | … | 8.66 | 15.68 | 7.18 | 11.27 | 26.99 | 9.36 | 34.82 | 6.64 | 23.06 | 1.86 | 12.47 | 13.94 | 10.51 | 7.42 | 12.43 | 23.72 | 14.79 | 26.45 | 51.14 | 11.38 | 11.74 | 4.91 |
| Yield(%) | 0.00 | 5.07 | 4.52 | 2.36 | 4.24 | 3.77 | 3.45 | … | … | 0.00 | 5.30 | 5.49 | 2.12 | 0.29 | 1.05 | 0.12 | 19.80 | 5.48 | 2.10 | 1.19 | 0.51 | 0.06 | 0.15 | 0.11 | 0.00 | 0.00 | 4.87 | 4.05 | 3.66 | 1.44 | 1.20 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| OCAIX (Oppenheimer Aggrssv Invstr Fd Cl C Shs) |
-17.21%
Feb 2006 – Feb 2009 |
-3.61%
Dec 2017 – Dec 2022 |
1.03%
Oct 2013 – Oct 2023 |
1.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCAIX (Oppenheimer Aggrssv Invstr Fd Cl C Shs) |
25.08%
Feb 2009 – Feb 2012 |
21.44%
Feb 2009 – Feb 2014 |
12.40%
Feb 2009 – Feb 2019 |
8.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart