Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OGIYX (Oppenheimer Global Gr & Incm Y) | 6.20% | 5.13% | -0.40% | -5.83% | 4.60% | 6.30% | 6.67% | 7.09% |
Data as of 08/08/2025, AR inception is 06/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGIYX (Oppenheimer Global Gr & Incm Y) | 06/12/2001 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.58 | 5.13 | -0.40 | -5.83 | 4.60 | 6.30 | 6.67 | 7.09 | 6.20 | -7.24 | 17.63 | -41.50 | -4.76 | 28.26 | 28.08 | -18.07 | 53.00 | 10.95 | 14.20 | -3.23 | 41.06 | 10.60 | -9.00 | 12.95 | 76.37 | -42.00 | 3.80 | 11.71 | 17.86 | 30.36 | 57.92 | -26.58 | -6.24 |
| Sharpe Ratio | NA | 0.11 | -0.18 | -0.35 | 0.14 | NA | NA | 0.26 | 0.36 | -0.92 | 0.69 | -1.24 | -0.22 | 0.79 | 1.37 | -0.98 | 4.09 | 0.55 | 0.85 | -0.21 | 2.75 | 0.61 | -0.33 | 0.62 | 2.35 | -0.98 | 0.04 | 0.56 | 1.47 | 1.57 | 2.61 | -1.18 | -0.51 |
| Standard Deviation(%) | NA | 18.37 | 20.88 | 23.39 | 22.99 | NA | NA | 22.97 | 20.89 | 15.01 | 19.46 | 34.73 | 21.44 | 35.39 | 19.44 | 19.94 | 12.87 | 19.50 | 16.61 | 15.34 | 14.89 | 17.49 | 27.64 | 20.86 | 32.48 | 43.53 | 18.07 | 15.27 | 10.70 | 18.74 | 21.90 | 23.38 | 25.53 |
| Draw Down(%) | NA | 23.24 | 25.57 | 56.75 | 56.75 | NA | NA | 60.13 | 19.87 | 9.40 | 25.13 | 48.45 | 20.68 | 36.95 | 11.37 | 31.88 | 7.23 | 19.69 | 13.64 | 18.54 | 7.02 | 17.59 | 23.16 | 13.70 | 23.93 | 54.69 | 13.75 | 17.59 | 10.18 | 21.78 | 19.59 | 39.73 | 29.62 |
| Yield(%) | 0.00 | 0.28 | 0.09 | 0.04 | 3.54 | 3.90 | 4.85 | 5.70 | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 7.27 | 7.90 | 3.40 | 8.49 | 1.01 | 0.51 | 0.00 | 1.53 | 0.79 | 1.35 | 4.47 | 10.55 | 12.27 | 14.14 | 6.46 | 0.00 | 0.00 | 1.52 | 0.00 |
Data as of 08/08/2025, AR inception is 06/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGIYX (Oppenheimer Global Gr & Incm Y) |
-18.91%
Feb 2006 - Feb 2009 |
-7.10%
Sep 2018 - Sep 2023 |
3.50%
Oct 2013 - Oct 2023 |
4.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGIYX (Oppenheimer Global Gr & Incm Y) |
45.08%
Mar 2003 - Mar 2006 |
27.81%
Feb 2009 - Feb 2014 |
19.13%
Feb 2009 - Feb 2019 |
16.91%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart