Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OGMCX (Oppenheimer Gold & Special Minerals Fund) | 49.67% | 43.92% | 27.31% | 6.36% | 15.06% | 1.65% | 6.69% | 8.68% |
Data as of 07/22/2025, AR inception is 06/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGMCX (Oppenheimer Gold & Special Minerals Fund) | 06/16/1999 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.84 | 43.92 | 27.31 | 6.36 | 15.06 | 1.65 | 6.69 | 8.68 | 49.67 | 12.19 | 5.59 | -17.51 | -3.48 | 35.13 | 45.25 | -13.81 | 16.29 | 47.36 | -23.72 | -15.99 | -48.26 | -9.79 | -25.96 | 53.41 | 77.89 | -39.35 | 29.38 | 42.16 | 31.14 | -5.18 | 58.03 | 41.47 | 18.80 | -15.77 | 13.44 |
| Sharpe Ratio | NA | 1.02 | 0.71 | 0.13 | 0.37 | NA | NA | 0.20 | 2.61 | 0.20 | 0.05 | -0.49 | -0.12 | 0.73 | 2.07 | -0.72 | 0.64 | 1.13 | -0.65 | -0.42 | -1.16 | -0.33 | -0.72 | 1.72 | 1.73 | -0.57 | 0.79 | 1.12 | 1.19 | -0.22 | 2.06 | 1.27 | 0.83 | -0.93 | 0.80 |
| Standard Deviation(%) | NA | 30.94 | 30.52 | 31.40 | 32.68 | NA | NA | 34.65 | 33.12 | 27.79 | 26.12 | 38.49 | 28.55 | 47.73 | 21.16 | 21.08 | 24.75 | 41.63 | 36.45 | 37.97 | 41.62 | 30.35 | 36.09 | 31.04 | 45.04 | 70.45 | 33.42 | 34.97 | 24.43 | 27.22 | 27.84 | 31.80 | 20.15 | 21.25 | 28.05 |
| Draw Down(%) | NA | 19.15 | 25.08 | 47.29 | 47.29 | NA | NA | 80.72 | 10.40 | 19.15 | 25.08 | 47.29 | 29.16 | 38.67 | 12.88 | 25.43 | 20.45 | 37.96 | 39.23 | 40.72 | 53.78 | 34.36 | 31.20 | 20.42 | 20.86 | 73.04 | 24.37 | 32.73 | 23.75 | 31.46 | 22.88 | 35.73 | 17.67 | 29.06 | 19.93 |
| Yield(%) | 0.00 | 0.66 | 0.34 | 1.02 | 2.72 | 1.83 | 5.29 | 9.22 | 0.00 | 0.78 | 0.05 | 0.00 | 3.44 | 1.37 | 0.00 | 0.00 | 2.50 | 9.56 | 0.00 | 1.19 | 0.00 | 0.00 | 4.63 | 14.65 | 2.46 | 1.99 | 7.67 | 18.17 | 6.71 | 6.10 | 8.07 | 0.71 | 4.76 | 1.63 | 1.41 |
Data as of 07/22/2025, AR inception is 06/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGMCX (Oppenheimer Gold & Special Minerals Fund) |
-34.50%
Sep 2012 - Sep 2015 |
-26.03%
Dec 2010 - Dec 2015 |
-6.47%
Feb 2008 - Feb 2018 |
-3.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGMCX (Oppenheimer Gold & Special Minerals Fund) |
52.57%
Oct 2008 - Oct 2011 |
37.34%
Oct 2002 - Oct 2007 |
26.47%
Nov 2000 - Nov 2010 |
10.33%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart