Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCEIX (Oppenheimer Equity Income C) | NA | 8,837.80% | 361.45% | 151.12% | 67.70% | 43.21% | 30.83% | … | … |
Data as of 04/17/2020, Common starting date is 02/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCEIX (Oppenheimer Equity Income C) | 02/28/1997 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9,821.63 | 8,837.80 | 361.45 | 151.12 | 67.70 | 43.21 | 30.83 | … | … | 8,144.25 | 22.63 | -11.16 | 11.78 | 13.78 | -10.49 | 9.24 | 30.58 | 18.25 | -7.15 | 19.85 | 40.99 | -36.09 | 1.70 | 12.56 | 8.25 | 15.63 | 27.64 | -15.35 | -1.78 | -22.07 | -13.10 | 15.43 | -21.60 |
| Sharpe Ratio | NA | 19.40 | 1.37 | 0.74 | 0.47 | NA | NA | … | … | 398,759.85 | 1.97 | -0.83 | 1.45 | 0.88 | -0.68 | 0.82 | 2.89 | 1.41 | -0.29 | 1.09 | 1.58 | -0.92 | -0.08 | 0.88 | 0.60 | 1.31 | 1.74 | -0.67 | -0.23 | -0.58 | -0.62 | 0.60 | -0.64 |
| Standard Deviation(%) | NA | 455.41 | 263.11 | 204.10 | 144.77 | NA | NA | … | … | 840.54 | 10.79 | 15.09 | 7.71 | 15.43 | 15.36 | 11.20 | 10.56 | 13.04 | 24.46 | 18.08 | 25.91 | 40.25 | 15.37 | 10.56 | 10.15 | 11.23 | 15.51 | 24.70 | 17.88 | 45.16 | 26.14 | 20.28 | 44.47 |
| Draw Down(%) | NA | 33.76 | 33.76 | 33.76 | 33.76 | NA | NA | … | … | 33.76 | 6.36 | 20.47 | 4.34 | 14.63 | 16.32 | 9.47 | 6.29 | 12.28 | 25.24 | 15.74 | 25.91 | 49.48 | 11.73 | 9.69 | 7.81 | 7.89 | 15.19 | 29.49 | 23.24 | 36.55 | 24.91 | 24.49 | 37.42 |
| Yield(%) | 0.00 | 8.11 | 7.23 | 6.01 | 7.22 | 6.60 | 4.86 | … | … | 0.24 | 9.30 | 9.82 | 3.48 | 2.45 | 8.94 | 8.92 | 8.26 | 4.47 | 2.44 | 1.74 | 4.15 | 2.44 | 15.97 | 8.76 | 11.73 | 8.91 | 0.89 | 0.00 | 2.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/17/2020, Common starting date is 02/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCEIX (Oppenheimer Equity Income C) |
-20.97%
Nov 1997 – Nov 2000 |
-17.00%
Sep 1997 – Sep 2002 |
-5.88%
Feb 1999 – Feb 2009 |
-0.58%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCEIX (Oppenheimer Equity Income C) |
27.40%
Feb 2009 – Feb 2012 |
23.46%
Feb 2009 – Feb 2014 |
13.37%
Feb 2009 – Feb 2019 |
9.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart