Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGINX (Oppenheimer Gr & Incm Cl N) | 14.41% | 19.29% | 5.25% | -5.64% | 5.90% | 6.96% | 6.37% | … | … |
Data as of 06/04/2026, Common starting date is 04/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGINX (Oppenheimer Gr & Incm Cl N) | 04/23/2001 | 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 19.29 | 5.25 | -5.64 | 5.90 | 6.96 | 6.37 | … | … | 14.41 | 6.84 | -7.72 | 17.05 | -41.78 | -0.23 | 39.43 | 27.42 | -18.48 | 52.23 | 10.42 | 13.64 | -3.71 | 40.19 | 9.89 | -9.54 | 12.20 | 75.29 | -42.39 | 3.01 | 10.95 | 16.98 | 29.46 | 56.78 | -27.13 | -7.38 |
| Sharpe Ratio | NA | 1.05 | 0.11 | -0.37 | 0.19 | NA | NA | … | … | 1.63 | 0.31 | -0.76 | 0.69 | -1.25 | -0.01 | 1.12 | 1.32 | -1.00 | 4.03 | 0.52 | 0.82 | -0.24 | 2.69 | 0.57 | -0.35 | 0.58 | 2.32 | -0.99 | -0.01 | 0.50 | 1.38 | 1.52 | 2.56 | -1.21 | -0.51 |
| Standard Deviation(%) | NA | 16.13 | 17.58 | 22.38 | 22.59 | NA | NA | … | … | 19.46 | 18.74 | 15.02 | 19.46 | 34.73 | 20.33 | 34.74 | 19.65 | 19.93 | 12.87 | 19.48 | 16.60 | 15.34 | 14.90 | 17.48 | 27.63 | 20.88 | 32.46 | 43.49 | 18.09 | 15.28 | 10.70 | 18.74 | 21.90 | 23.37 | 25.00 |
| Draw Down(%) | NA | 10.10 | 25.23 | 52.64 | 54.84 | NA | NA | … | … | 10.10 | 19.97 | 9.56 | 25.23 | 48.66 | 17.26 | 37.00 | 11.55 | 32.14 | 7.25 | 19.75 | 13.68 | 18.81 | 7.04 | 17.68 | 23.44 | 13.85 | 23.99 | 55.00 | 13.84 | 17.71 | 10.34 | 21.98 | 19.64 | 40.07 | 34.89 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.04 | 5.55 | 5.75 | 5.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.32 | 11.88 | 7.72 | 8.31 | 3.55 | 8.35 | 0.65 | 0.00 | 0.00 | 0.86 | 0.20 | 0.75 | 3.71 | 10.26 | 11.75 | 13.75 | 5.92 | 0.00 | 0.00 | 1.07 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGINX (Oppenheimer Gr & Incm Cl N) |
-19.49%
Feb 2006 – Feb 2009 |
-7.92%
Jan 2021 – Jan 2026 |
4.44%
Oct 2013 – Oct 2023 |
4.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGINX (Oppenheimer Gr & Incm Cl N) |
44.02%
Mar 2003 – Mar 2006 |
27.02%
Feb 2009 – Feb 2014 |
18.47%
Feb 2009 – Feb 2019 |
16.18%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart