Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OGLYX (Oppenheimer Global Fund Cl Y) | 7.99% | 8.62% | 18.65% | 10.79% | 9.70% | 11.25% | 8.86% | 9.46% |
Data as of 07/03/2025, AR inception is 12/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGLYX (Oppenheimer Global Fund Cl Y) | 12/02/1998 | 07/03/2025 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 8.62 | 18.65 | 10.79 | 9.70 | 11.25 | 8.86 | 9.46 | 7.99 | 4.75 | 21.20 | -39.95 | 7.86 | 20.80 | 31.89 | -13.45 | 36.57 | 0.40 | 4.08 | 2.27 | 27.13 | 21.09 | -8.51 | 16.05 | 39.77 | -40.98 | 6.42 | 17.81 | 14.22 | 18.96 | 43.40 | -22.31 | -11.66 | 4.06 | 59.48 | -1.20 |
| Sharpe Ratio | NA | 0.27 | 0.69 | 0.46 | 0.38 | NA | NA | 0.39 | 0.51 | -0.09 | 0.88 | -1.24 | 0.41 | 0.59 | 2.10 | -0.83 | 4.58 | 0.01 | 0.25 | 0.18 | 2.15 | 1.33 | -0.31 | 0.79 | 1.38 | -1.03 | 0.21 | 1.15 | 1.26 | 1.41 | 2.83 | -1.23 | -0.76 | 0.00 | 3.75 | -0.54 |
| Standard Deviation(%) | NA | 22.47 | 20.87 | 21.43 | 20.90 | NA | NA | 20.34 | 26.79 | 19.82 | 19.38 | 33.30 | 18.95 | 34.72 | 14.49 | 17.85 | 7.88 | 17.35 | 15.97 | 12.32 | 12.63 | 15.99 | 27.42 | 20.20 | 28.72 | 40.40 | 16.25 | 12.72 | 9.55 | 12.74 | 15.09 | 18.98 | 18.80 | 20.39 | 15.01 | 31.65 |
| Draw Down(%) | NA | 20.96 | 21.86 | 41.75 | 41.75 | NA | NA | 57.71 | 20.96 | 14.18 | 12.75 | 41.02 | 13.86 | 33.67 | 9.01 | 25.06 | 2.54 | 16.88 | 15.47 | 10.59 | 8.64 | 15.29 | 25.69 | 16.04 | 25.49 | 52.62 | 10.94 | 13.51 | 6.50 | 12.19 | 15.36 | 30.35 | 29.52 | 17.14 | 6.94 | 7.89 |
| Yield(%) | 0.00 | 10.58 | 12.12 | 9.58 | 8.23 | 10.72 | 8.03 | 10.27 | 0.00 | 12.49 | 12.69 | 8.43 | 7.76 | 6.78 | 1.76 | 10.12 | 7.85 | 0.96 | 5.39 | 5.98 | 4.71 | 1.70 | 2.04 | 2.05 | 1.14 | 5.98 | 8.00 | 7.30 | 4.44 | 0.90 | 1.12 | 0.00 | 0.00 | 18.97 | 10.78 | 1.11 |
Data as of 07/03/2025, AR inception is 12/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGLYX (Oppenheimer Global Fund Cl Y) |
-16.61%
Mar 2000 - Mar 2003 |
-4.21%
Feb 2004 - Feb 2009 |
1.91%
Jun 2000 - Jun 2010 |
4.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGLYX (Oppenheimer Global Fund Cl Y) |
31.47%
Mar 2003 - Mar 2006 |
22.61%
Feb 2009 - Feb 2014 |
14.72%
Feb 2009 - Feb 2019 |
13.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart