Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCIIX (Oppenheimer Capital Income I) | NA | -16.19% | -3.36% | -0.61% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 12/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCIIX (Oppenheimer Capital Income I) | 12/30/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | -16.19 | -3.36 | -0.61 | NA | NA | NA | … | … | -22.19 | 10.49 | -3.76 | 7.44 | 7.72 | -0.34 | 5.20 | 0.21 |
| Sharpe Ratio | NA | -1.12 | -0.52 | -0.24 | NA | NA | NA | … | … | -1.85 | 1.25 | -1.03 | 2.71 | 1.77 | -0.08 | 1.51 | NA |
| Standard Deviation(%) | NA | 18.46 | 11.17 | 9.07 | NA | NA | NA | … | … | 31.32 | 7.27 | 4.95 | 2.52 | 4.22 | 4.49 | 3.44 | 0.00 |
| Draw Down(%) | NA | 33.12 | 33.12 | 33.12 | NA | NA | NA | … | … | 32.01 | 4.71 | 7.42 | 1.19 | 2.76 | 4.01 | 2.89 | 0.00 |
| Yield(%) | 0.00 | 3.89 | 3.40 | 3.32 | 2.15 | 1.44 | 1.08 | … | … | 1.23 | 3.53 | 3.07 | 3.17 | 3.28 | 3.27 | 3.63 | 0.00 |
Data as of 04/17/2020, Common starting date is 12/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCIIX (Oppenheimer Capital Income I) |
-3.54%
Mar 2017 – Mar 2020 |
-0.69%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCIIX (Oppenheimer Capital Income I) |
5.89%
Sep 2015 – Sep 2018 |
4.29%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart