Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCIYX (Openheimer Capital Incm Fd Cl Y) | NA | -16.21% | -3.52% | -0.92% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 02/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCIYX (Openheimer Capital Incm Fd Cl Y) | 02/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | -16.21 | -3.52 | -0.92 | NA | NA | NA | … | … | -19.49 | 11.01 | -3.93 | 7.24 | 6.77 | -0.53 | 5.02 | 9.39 | 11.43 | 0.92 |
| Sharpe Ratio | NA | -0.98 | -0.44 | -0.19 | NA | NA | NA | … | … | -1.66 | 2.40 | -1.06 | 2.65 | 1.50 | -0.13 | 1.45 | 2.61 | 2.43 | 0.15 |
| Standard Deviation(%) | NA | 17.61 | 10.70 | 8.74 | NA | NA | NA | … | … | 31.75 | 4.00 | 4.95 | 2.51 | 4.37 | 4.46 | 3.45 | 3.59 | 4.72 | 6.58 |
| Draw Down(%) | NA | 29.58 | 29.58 | 29.58 | NA | NA | NA | … | … | 29.58 | 2.51 | 7.46 | 1.19 | 2.76 | 4.08 | 2.93 | 3.36 | 2.41 | 6.44 |
| Yield(%) | 0.00 | 3.77 | 3.24 | 3.01 | 3.28 | 2.19 | 1.64 | … | … | 1.20 | 3.39 | 2.90 | 2.98 | 2.36 | 3.08 | 3.46 | 3.64 | 4.53 | 2.73 |
Data as of 04/17/2020, Common starting date is 02/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCIYX (Openheimer Capital Incm Fd Cl Y) |
-3.70%
Mar 2017 – Mar 2020 |
-0.99%
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 |
|---|---|---|---|---|
| OCIYX (Openheimer Capital Incm Fd Cl Y) |
9.47%
Sep 2011 – Sep 2014 |
6.73%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart