Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGMBX (Oppenheimer Gold & Special Minerals Cl B) | NA | -1.93% | 8.30% | 1.42% | -5.69% | 5.15% | 6.67% | … | … |
Data as of 06/22/2018, Common starting date is 11/01/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGMBX (Oppenheimer Gold & Special Minerals Cl B) | 11/01/1995 | 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 | -1.93 | 8.30 | 1.42 | -5.69 | 5.15 | 6.67 | … | … | -6.65 | 16.19 | 47.60 | -23.75 | -16.02 | -48.29 | -9.88 | -26.27 | 53.19 | 77.72 | -39.59 | 29.23 | 42.50 | 30.93 | -5.07 | 58.40 | 41.38 | 18.76 | -15.71 | 14.63 | -2.25 | -32.37 | 5.11 | 6.15 |
| Sharpe Ratio | NA | -0.16 | 0.23 | 0.00 | -0.14 | NA | NA | … | … | -0.75 | 0.63 | 1.13 | -0.65 | -0.42 | -1.16 | -0.33 | -0.73 | 1.71 | 1.72 | -0.57 | 0.79 | 1.13 | 1.18 | -0.22 | 2.07 | 1.26 | 0.83 | -0.93 | 0.43 | -0.18 | -1.81 | 0.11 | 4.05 |
| Standard Deviation(%) | NA | 18.39 | 33.65 | 35.19 | 40.78 | NA | NA | … | … | 19.43 | 24.72 | 41.63 | 36.51 | 37.97 | 41.57 | 30.36 | 36.03 | 31.06 | 45.05 | 70.37 | 33.41 | 34.95 | 24.35 | 27.18 | 27.81 | 31.85 | 20.09 | 21.16 | 26.55 | 30.74 | 19.79 | 14.12 | 10.38 |
| Draw Down(%) | NA | 16.59 | 37.96 | 55.01 | 80.79 | NA | NA | … | … | 14.04 | 20.46 | 37.96 | 39.23 | 40.68 | 53.79 | 34.37 | 31.41 | 20.43 | 20.89 | 73.04 | 24.40 | 32.74 | 23.75 | 31.48 | 22.88 | 35.69 | 17.68 | 29.05 | 20.41 | 45.18 | 40.84 | 15.26 | 2.83 |
| Yield(%) | 0.00 | 0.93 | 2.66 | 1.52 | 2.67 | 9.50 | 11.72 | … | … | 0.00 | 0.99 | 8.52 | 0.00 | 0.85 | 0.00 | 0.00 | 4.41 | 14.34 | 2.15 | 1.87 | 7.40 | 18.15 | 6.70 | 5.95 | 7.88 | 0.63 | 4.73 | 1.46 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/22/2018, Common starting date is 11/01/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGMBX (Oppenheimer Gold & Special Minerals Cl B) |
-34.51%
Sep 2012 – Sep 2015 |
-26.13%
Dec 2010 – Dec 2015 |
-6.58%
Feb 2008 – Feb 2018 |
4.48%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGMBX (Oppenheimer Gold & Special Minerals Cl B) |
52.23%
Oct 2008 – Oct 2011 |
37.45%
Oct 2002 – Oct 2007 |
26.45%
Nov 2000 – Nov 2010 |
13.54%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart