Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGGIX (Oppenheimer Global Growth & Income Cl B) | NA | 29.14% | 23.73% | 20.06% | 12.84% | 13.61% | 11.27% | … | … |
Data as of 06/22/2018, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGGIX (Oppenheimer Global Growth & Income Cl B) | 12/15/1995 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.14 | 23.73 | 20.06 | 12.84 | 13.61 | 11.27 | … | … | 8.71 | 51.36 | 9.85 | 13.08 | -4.19 | 39.40 | 9.28 | -10.06 | 11.61 | 74.37 | -42.39 | 2.78 | 10.15 | 16.45 | 28.81 | 56.05 | -27.55 | -16.93 | -4.96 | 85.14 | 11.98 | 27.33 | 4.68 | -3.70 |
| Sharpe Ratio | NA | 2.07 | 1.37 | 1.20 | 0.53 | NA | NA | … | … | 1.17 | 3.96 | 0.49 | 0.79 | -0.27 | 2.65 | 0.53 | -0.36 | 0.55 | 2.29 | -0.99 | -0.01 | 0.45 | 1.34 | 1.49 | 2.53 | -1.23 | -0.74 | -0.35 | 5.47 | 0.56 | 2.07 | 0.09 | -1.93 |
| Standard Deviation(%) | NA | 13.60 | 16.93 | 16.04 | 23.58 | NA | NA | … | … | 15.38 | 12.86 | 19.50 | 16.60 | 15.36 | 14.88 | 17.48 | 27.65 | 20.87 | 32.45 | 43.49 | 18.06 | 15.23 | 10.69 | 18.73 | 21.89 | 23.31 | 26.33 | 25.58 | 14.97 | 15.55 | 11.46 | 13.04 | 35.66 |
| Draw Down(%) | NA | 8.66 | 20.64 | 20.64 | 50.80 | NA | NA | … | … | 8.66 | 7.29 | 19.80 | 13.74 | 19.04 | 7.06 | 17.77 | 23.68 | 13.97 | 24.10 | 55.16 | 13.86 | 17.80 | 10.48 | 22.11 | 19.76 | 40.30 | 41.19 | 31.42 | 6.46 | 25.67 | 9.29 | 10.95 | 6.08 |
| Yield(%) | 0.00 | 3.04 | 4.56 | 3.60 | 3.26 | 7.12 | 6.55 | … | … | 0.00 | 3.84 | 8.80 | 0.69 | 0.00 | 0.00 | 0.11 | 0.00 | 0.10 | 3.16 | 10.48 | 12.12 | 14.05 | 5.38 | 0.00 | 0.00 | 0.33 | 0.07 | 2.75 | 9.47 | 16.15 | 10.83 | 2.13 | 0.55 |
Data as of 06/22/2018, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGIX (Oppenheimer Global Growth & Income Cl B) |
-25.86%
Feb 2000 – Feb 2003 |
-4.59%
Feb 2004 – Feb 2009 |
1.48%
Feb 2000 – Feb 2010 |
4.04%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGIX (Oppenheimer Global Growth & Income Cl B) |
46.41%
Feb 1997 – Feb 2000 |
26.32%
Feb 2009 – Feb 2014 |
15.17%
Mar 1996 – Mar 2006 |
15.63%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart