Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCMIX (Oppenheimer Moderate Invstr Fd Cl C Shs) | 9.31% | 18.49% | 11.91% | 2.46% | 4.42% | 4.48% | 3.10% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCMIX (Oppenheimer Moderate Invstr Fd Cl C Shs) | 04/08/2005 | 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 (%) | 0.63 | 18.49 | 11.91 | 2.46 | 4.42 | 4.48 | 3.10 | … | … | 9.31 | 9.15 | 7.45 | 11.37 | -20.58 | 2.90 | 0.22 | 19.08 | -7.63 | 14.28 | 3.91 | -2.07 | 3.94 | 15.02 | 10.55 | -2.08 | 11.96 | 21.06 | -39.55 | 5.23 | 9.36 | 6.09 |
| Sharpe Ratio | NA | 1.87 | 0.93 | -0.01 | 0.25 | NA | NA | … | … | 1.94 | 0.56 | 0.10 | 0.87 | -1.53 | 0.29 | 0.00 | 2.48 | -0.96 | 3.22 | 0.43 | -0.24 | 0.55 | 1.27 | 1.44 | -0.16 | 1.10 | 1.27 | -1.70 | 0.27 | 1.02 | 1.18 |
| Standard Deviation(%) | NA | 8.68 | 9.48 | 10.61 | 11.38 | NA | NA | … | … | 10.37 | 11.35 | 8.34 | 8.27 | 14.38 | 9.85 | 22.33 | 7.13 | 9.32 | 4.26 | 8.53 | 8.65 | 7.08 | 11.79 | 7.36 | 12.98 | 10.76 | 16.51 | 23.80 | 8.38 | 5.99 | 5.13 |
| Draw Down(%) | NA | 6.22 | 11.21 | 29.42 | 29.42 | NA | NA | … | … | 6.22 | 10.99 | 4.45 | 9.05 | 23.82 | 8.68 | 26.93 | 4.28 | 14.21 | 1.26 | 7.75 | 8.80 | 5.74 | 6.17 | 6.64 | 13.50 | 8.62 | 19.24 | 47.66 | 5.89 | 5.20 | 3.13 |
| Yield(%) | 0.00 | 3.99 | 2.69 | 1.66 | 2.65 | 2.47 | 2.12 | … | … | 0.00 | 4.14 | 2.94 | 0.44 | 0.64 | 1.42 | 0.77 | 11.03 | 2.00 | 1.28 | 0.92 | 0.02 | 1.74 | 0.71 | 1.20 | 1.65 | 1.51 | 0.00 | 3.73 | 4.25 | 2.25 | 1.48 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| OCMIX (Oppenheimer Moderate Invstr Fd Cl C Shs) |
-15.86%
Feb 2006 – Feb 2009 |
-4.09%
May 2007 – May 2012 |
1.11%
Feb 2006 – Feb 2016 |
0.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCMIX (Oppenheimer Moderate Invstr Fd Cl C Shs) |
17.25%
Feb 2009 – Feb 2012 |
14.28%
Feb 2009 – Feb 2014 |
8.80%
Feb 2009 – Feb 2019 |
5.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart