Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEGIX (Oppenhmr Discovery Mid Cap Growth Fd I) | 26.56% | 33.89% | 21.42% | 8.29% | 13.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEGIX (Oppenhmr Discovery Mid Cap Growth Fd I) | 03/04/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 33.89 | 21.42 | 8.29 | 13.95 | NA | NA | … | … | 26.56 | 0.84 | 24.52 | 13.39 | -30.81 | 18.92 | 40.74 | 39.53 | -6.29 | 28.51 | 2.35 | 6.46 | 5.78 | 27.52 |
| Sharpe Ratio | NA | 1.53 | 0.86 | 0.23 | 0.55 | NA | NA | … | … | 2.59 | -0.08 | 1.17 | 0.60 | -1.12 | 0.85 | 1.13 | 2.43 | -0.39 | 2.81 | 0.14 | 0.40 | 0.33 | 2.26 |
| Standard Deviation(%) | NA | 20.21 | 20.81 | 22.07 | 22.07 | NA | NA | … | … | 24.66 | 25.03 | 17.80 | 16.39 | 28.82 | 22.25 | 35.78 | 15.69 | 20.00 | 9.96 | 15.76 | 16.11 | 17.42 | 15.00 |
| Draw Down(%) | NA | 10.14 | 28.55 | 39.21 | 39.21 | NA | NA | … | … | 10.14 | 27.26 | 9.84 | 16.35 | 35.98 | 14.40 | 35.23 | 7.08 | 24.91 | 3.18 | 16.35 | 11.41 | 15.29 | 5.66 |
| Yield(%) | 0.00 | 7.14 | 4.80 | 5.16 | 8.12 | 8.04 | 6.03 | … | … | 0.00 | 7.06 | 4.91 | 0.00 | 0.00 | 16.29 | 4.08 | 5.15 | 7.86 | 9.71 | 0.83 | 3.96 | 9.46 | 5.06 |
Data as of 06/04/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGIX (Oppenhmr Discovery Mid Cap Growth Fd I) |
-3.19%
Aug 2021 – Aug 2024 |
4.10%
Dec 2020 – Dec 2025 |
8.43%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGIX (Oppenhmr Discovery Mid Cap Growth Fd I) |
32.67%
Dec 2018 – Dec 2021 |
24.02%
Oct 2016 – Oct 2021 |
13.72%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart